Credit invoice
A credit invoice or credit note is a statement detailing a refund or credit to an invoice. You can easily create credit invoices with Bidrento.
How to create a credit invoice
Credit a not paid sales invoice for the full amount
To credit a sales invoice fully that has not been paid for, meaning there is no payment received for the invoice on Bidrento’s platform. Click on the invoice you wish to credit (‘Invoices’ - ‘Sales invoices’ - ‘Unpaid invoices’) and it opens to show you the invoice’s information.
Find the ‘Create credit invoice’ button and click it. This automatically creates the credit invoice for the right amount. Don’t tick the ‘Paid’ box. If you have reviewed the information and it’s correct, click ‘Save’. Now you can download the credit invoice and/or send it to your tenant straight from the platform.
Creating the credit invoice, also simultaneously generates a received payment under ‘Received payments’, which is connected to the sales invoice it credits.
NB! This received payment should not be deleted, it is needed for our system to keep track of the balance.
Credit a paid sales invoice for the full amount
To credit an invoice that has been paid for, and is marked as such on the platform, click on the invoice you wish to credit (‘Invoices’ - ‘Sales invoices’ - ‘Paid invoices’) and it opens to show you the invoice’s information.
Find the ‘Create credit invoice’ button and click it. This automatically creates the credit invoice for the right amount. If you have reviewed the information and it’s correct, click ‘Save’. The system marks the credit invoice as paid. Now you can download the credit invoice and/or send it to your tenant straight from the platform.
Creating the credit invoice, also simultaneously generates a received payment for the full sum under ‘Received payments’. The payment description indicates that it is a payment generated for the credit invoice. This payment is not connected to the sales invoice it is crediting and should not be connected. Otherwise, our system reads it as a prepayment for the original sales invoice. The credit payment is only informative and can be deleted.
Credit a partly paid sales invoice
To credit an invoice that has been partly paid for or credit a paid invoice for a partial amount, click on the invoice you wish to credit (‘Invoices’ - ‘Sales invoices’ - ‘Sent invoices’) and it opens to show you the invoice’s information.
Find the ‘Create credit invoice’ button and click it. This creates the credit invoice. Tick the ‘Paid’ box. Add the amount you wish to credit to the ‘Price’ column (take into consideration VAT if applicable). Review the information and click ‘Save’. Now you can download the credit invoice and/or send it to your tenant straight from the platform.
Creating the credit invoice, also simultaneously generates a received payment under ‘Received payments’. The received payment is connected to the invoice it is crediting.
NB! This received payment should not be deleted as with this our system can calculate how much is yet to be paid if applicable.
