If you've received a deposit or are giving a discount on an invoice, you can easily create a credit on that invoice after it's been created. Here's a quick guide on how to credit an invoice:
Invoice Creation
- Invoicing > Invoices
- Click the [New Invoice] button
- Fill out the appropriate information and create the invoice
- Click the [New Invoice] button
Credit Creation
- Invoicing > Invoices
- Click on the row of the invoice in question, which will bring up a pop-up menu on the right of the invoice list
- Click on the "Mark invoice as paid" menu option
- For the question "Has this payment already been deposited into your bank account?" you will want to select "No"
- Doing this will bring up the credit menu
- You will want to select a Payment Type of "Other Amount" and then put in the amount of the deposit
- You can update the Date Paid field if needed
- Finally, you can put in a memo for your own record-keeping and then click the [Submit] button to create this credit
- For the question "Has this payment already been deposited into your bank account?" you will want to select "No"
- The invoice will then reflect this updated balance owed, and you'll be all set!
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