Invoices generated directly from a job cannot be credited using the standard credit note process. This is due to system restrictions that prevent direct reversal of job-linked invoices.
To issue a credit, you have two options:
Option 1: Re-open the job and re-invoice
Step 1: Re-open the original job.
Step 2: Add the same job lines again, but with negative quantities.
Step 3: Re-invoice the job.
This will:
- Create a credit note.
- Return the stock to inventory.
Use this method if you need to reverse both the financial and inventory impact of the original invoice and maintain the costing of the job.
Option 2: Create a manual customer invoice with GL lines
Step 1: Create a new customer invoice.
Step 2: Add GL lines with negative quantities or values that match the original invoice.
Step 3: Post the invoice.
This will:
- Reverse the financial impact.
- Not affect inventory.
Use this method if you only need to reverse the financial transaction and want to avoid stock movements.
