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Adding a credit amount to an invoice

Table of Contents

Purpose

If you need to credit your customer, you can add a negative amount to the invoice, which will act as credit and deduct the amount from the invoice. 


How to add a credit amount to an invoice

Note that the invoice must be in Draft status. If it is not in Draft status, you will need to revert the invoice status; please click here for steps on how to do this. 

  • Navigate to the relevant Invoice, More>Invoices>select the applicable Invoice. 

  • Select +Add Invoice Total to Invoice. 

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  •  Select the Invoice Class the credit relates to.

  • Name the charge Credit.

  • Enter a description of what the credit relates to. 

  • Enter the credit amount in the Income. Ensure the value leads with a minus sign '-'.
  • ​​​​​​​Click Save. 
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  • The credit amount will appear on the invoice and be deducted from the invoice total.

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