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    Credit a Customer Invoice

    From time to time, credits are required to be applied against an invoice. Posted invoices are legal documents and must remain in your records. A negative invoice (credit note) is created to reverse or delete a posted invoice, this may be for part or all of an invoice.

    To credit an Invoice, use the Credit option on the Spill menu of a posted customer invoice. 

    Unposted invoices cannot be credited in this way for security reasons. They should be deleted instead. 

    This will create an identical copy of the original invoice with the quantities reversed.  

    Enter the Date for the Credit Invoice and Confirm. 

    You can now edit the credit note before saving, and then posting.  

    The original invoice and invoice date are noted at the top of the new invoice. 

    Using the credit functionality ensures you are crediting the correct products, at the same prices as your customer originally paid.  

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