Invoices can now be credited using the mass action feature from the sales invoices list.
Notes
The mass credit note feature creates a credit note for the selected invoice based on the invoice's product lines, making them negative, and uses the original delivery method.
Partial credits cannot be issued using the mass credit note feature. Therefore, if only a part of the invoice has been paid, the mass credit note feature cannot be used.
1. Mass crediting of invoices is done on the sales invoices listing page. Navigate in the system's administration section:
→ Economy
→ Sales Invoices
→ Sales Invoices
2. Select "Unpaid" in the status column.
Select the invoices you want to credit.
Mass crediting for the selected invoices is done by clicking "Credit". When this button is clicked, the credit note is sent to the customer using the billing method specified on the original invoice.
3. It is the user's responsibility to check which invoices are being mass credited.
A good method is to compare the "Total" and "Outstanding Amount" columns as well as the status code in the status column.
If the amounts in the "Total" and "Outstanding Amount" columns do not match, the invoice cannot be mass credited and a partial credit must be issued instead.
In the attached image, the invoices that cannot be mass credited are marked.
