Creating a credit note (services, not inventory items)

Creating a credit invoice for a purchase invoice and a sales invoice follows the same principle. Here, we will demonstrate the crediting process using a sales invoice as an example.

Go to the menu Operations -> Sales invoices and locate the invoice for which you need to create a credit.
Once you have found the correct invoice, click on the line to open it and select “Create credit invoice” from the Actions button.

By default, the credit invoice is generated identically to the sales invoice. For partial crediting, adjust the quantity or amount (remember that the amount must be negative). Save by clicking the “Save credit invoice” button.

Advice Instructions on how to perform a settlement between a sales invoice and the corresponding credit invoice can be found here: Marking a credit note as paid.

If you have any further questions, please write to us support@simplbooks.ee.

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