A credit invoice is typically used to partially refund an invoice which has already been sent, for example if a discount is agreed on due to a customer complaint. Crediting is always done through a normal invoice using the Create Credit Invoice function.

1. Always start by selecting the invoice for which you want to create a credit invoice and select Create Credit Invoice on the ribbon.
   
2. Select one or multiple invoice rows that should be credited. The software now calculates the amount to be credited by summing the rows. The summed amount is filled in to the “Amount to be Credited” fields and Gross / Net Credit rows.
   • If amounts are changed manually in the “Amounts to be Credited” fields, the defined amount will be credited from the selected rows.
3. Credit either the entire invoice (total credit) or make a partial credit.
4. If you make a total credit, the registrations remain with the status Invoiced, so you can no longer invoice them from the customer. 

If an invoice has already been fully paid, the payment’s adjustment needs to be cancelled before a credit invoice can be created. After crediting the invoice, remember to either adjust the payment to another invoice, convert it to an advance, or create a payment refund.

An invoice that has already been fully paid can also be credited. In that case, the total amount of the invoice will be negative by the amount of the credit, and a payment refund must be made on the invoice. The Payment Refund function corrects the open amount of the invoice to zero and is displayed in the Payment report. Enter in the Payment Refund window the required information. The entry date should be the date when the payment is concretely transferred from the company’s bank account to the customer. 

Editing and sending credit invoices

By opening a credit invoice, you can edit the date and due date in the credit invoice information. If needed, you can also change the text for the invoice rows by opening them separately in the Invoice Rows folder.

The credit invoice date can be modified unless the new date is on a closed fiscal period. If you need to change the credit invoice’s entry date, you can do it by selecting the Change Credit Invoice Entry Date function on the ribbon.

A credit invoice can also be cancelled if it has been created with the Create Credit Invoice function. If the credit invoice has been created because of an invoice being cancelled, cancelling the credit invoice is not possible.

You can send the credit invoice as an e-invoice or email attachment directly from the software. Under the Print Invoice button, you’ll also find the functions to print the credit invoice directly to a printer or to a PDF file.

If needed, you can also create bookkeeping and invoicing material of the credit invoice.