Crediting a Sales Invoice

Before Crediting a Sales Invoice, you must first ensure that there are no payments allocated to the invoice.

If there are and you need to unallocate them, please follow the guide Unallocating a Sales Payment.

Crediting a Sales Invoice generates an equal but reversed duplicate of the Sales Invoice as a Sales Credit.

Step-by-Step Process

1. From the Sales Menu, select Invoices Sub-Menu, and then select the required Sales Invoice.
2. Click the Credit button in the Header Menu.
3. Review the changes made and adjust if necessary.
4. Click Save.
5. You will then be taken to the Sales Credit you generated, from here you can Post and Allocate it as required.