When the full amount of a sales invoice is not desired to be credited to the customer, a partial credit note is created for the sales invoice.
1. Once you have found and opened the invoice to be credited in the system, click on "Add" in the bottom left corner of the invoice view, then click on "Make Credit Note".
The date of the credit note is set to the current date, but the date can be changed if necessary.
3. If the customer is a consumer, it's not advisable to send them a credit note. Instead, it's better to arrange with the customer that they won't pay the invoice. For this purpose, the system has a billing method: "Einvoice," which allows you to allocate the credit note to the incorrect invoice.
However, for many business customers who commonly receive credit notes, the same billing method as the original invoice is used so that the business customer receives the credit note in their accounts payable.
4. After selecting the billing method, review the product lines on the credit note. The product lines are identical to those on the original invoice, but the prices on the credit note are negative (due to a multiplier of -1 in the "quantity" column).
So, if the original invoice had two product lines, both of these product lines will appear on the credit note with negative prices.
5. Make the necessary adjustments to the product lines.
If a portion of the purchased product is to be credited, write the credited amount (with a plus sign) in the Á-price incl. VAT field of the product line.
In the example image, if 20 euros are credited to the customer for a 62-euro product, then in the Á-price incl. VAT field, replace 62 (euros) with 20 (euros).
If only a billing fee is to be credited on the invoice, other product lines can be removed by clicking the trash can icon, leaving only the billing fee product line.
6. Save the partial credit invoice by clicking
→ "Save."
7. Confirm the credit invoice by sending it, which will allocate the credit invoice to the original invoice. Click
→ "Send."
8. The credit invoice processing history will include a link to the original invoice, and the processing history of the original invoice will also contain a link to the credit invoice.
Partial credit payment will be recorded in the invoice log on the invoice's additional details tab.