Credit a not paid sales invoice for the full amount

To credit a sales invoice fully that has not been paid for, just 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 to the right amount. Don’t check the ‘Paid’ button. If you have reviewed the information and it’s correct, click ‘Save’. Now you can download the credit invoice 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. This received payment should not be deleted, it is needed for the accounting 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 to the right amount. Check the ‘Paid’ button. If you have reviewed the information and it’s correct, click ‘Save’. Now you can download the credit invoice or send it to your tenant straight from the platform. 

Creating the credit invoice, also simultaneously generates a new payment under ‘Received payments’. This payment is not connected to any invoice. 

NB! This payment must not be connected to any invoice, otherwise, there will be a prepayment in the system. This payment is only informative and can be deleted to avoid confusion.

Credit a partially 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’) and it opens to show you the invoice’s information. Find the ‘Create credit invoice’ button and click it. This creates the credit invoice. Check the ‘Paid’ button. 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 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. This is so the accounting system can calculate how much is yet to be paid if applicable. Thus the credit received payment should not be deleted.