{"id":5798,"date":"2024-10-11T09:29:59","date_gmt":"2024-10-11T06:29:59","guid":{"rendered":"http:\/\/support.simplbooks.ee\/en\/?post_type=ht_kb&p=5798"},"modified":"2025-09-17T15:41:05","modified_gmt":"2025-09-17T12:41:05","slug":"creating-credit-note","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/creating-credit-note\/","title":{"rendered":"Creating a credit note (services, not inventory items)"},"content":{"rendered":"

Creating a credit invoice for a purchase invoice<\/strong> and a sales invoice<\/strong> follows the same principle. Here, we will demonstrate the crediting process using a sales invoice as an example.<\/p>\n

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

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

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Advice<\/span><\/strong> 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<\/a>.<\/p>\n

If you have any further questions, please write to us\u00a0support@simplbooks.ee.<\/a><\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"author":426,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[1073],"ht_kb_tag":[557,556,558],"class_list":["post-5798","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-credit-invoices-sales-and-purchases","ht_kb_tag-credit-invoice","ht_kb_tag-invoice","ht_kb_tag-operations"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5798","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/426"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=5798"}],"version-history":[{"count":9,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5798\/revisions"}],"predecessor-version":[{"id":27555,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/5798\/revisions\/27555"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=5798"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=5798"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=5798"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}