Infusion Knowledge Base

    Sorry, we didn't find any relevant articles for you.

    Send us your queries using the form below and we will get back to you with a solution.

    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 create a negative invoice in the same manner as a sales invoice. Go to the Customers module and to the Invoices menu, select +Add from the toolbar. Enter the same customer information as the original sales invoice. Keep all fields the same with the exception of the date which can be changed to reflect the date of the credit issue.

    Enter product items to be credited, using a negative quantity to reverse the lines from the original sales invoice. The Rate remains a positive value and the Extend GST is recorded as a negative value. Use the same Invoice Date as the original. 

    Do not enter a negative rate or this will affect your sales figures.

    Discounts are applied if they were given on the original invoice. Ensure that the Extend GST value matches on the newly created negative invoice and original sales invoice.

    Serial Numbers

    When a product with a serial number is entered into the product line, the serial number pop-up window displays.

    Tick the Credit Note field.

    Enter the serial number of the item. This is a free-text field. 

    Unique Serial Numbers cannot be entered if the product is already in stock.

    Add another if there is more than one item. Select OK to proceed.

    The product line is updated and the Quantity field is a negative value, in line with the number of serial numbers entered.


    It is recommended to use the Notes field to add an explanation for the reason for the credit. This will appear on the negative invoice issued to the customer.

    Post the invoice for issue to your customer.

    Was this article helpful?

    Still can't find what you are looking for?

    Our award-winning customer care team is here for you.

    Contact Support

    Powered by