Credit a Customer Invoice

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Home Customers Customer Invoices Credit a Customer 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.

Once an invoice has been credited, the credit needs to be applied to an invoice. See Applying a Credit to an Invoice for the steps on how to do this.

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