Credit an invoice

Note

Credit notes can only be created for subscription invoices.

The credit notes can be found in the credit notes list via Payments → Credit Notes.

Follow these steps to credit an invoice:

Via customer

1. In the navigation bar, click on Customers → Customers and click on the customer.

2. In the Invoices box, click on the Invoice to be credited.

3. In the Invoice box, click on Credit.

4. You can change the description and amount of the order line. You can only credit the amount available.

Via invoices table

1. In the navigation bar, click on Payments → Invoices and filter for the invoice you want to credit.

2. Click on the invoice in the table to open it.

3. In the Invoice box, click on Credit.

4. You can change the description and amount of the order line. You can only credit the amount available.

Via Subscriptions

1. In the navigation bar, click on Subscriptions and filter for the subscription for which invoice should be credited.

2. Click on the subscription.

3. Scroll down to the Invoices box and click on the invoice to be credited.

4. In the Invoice box, click on Credit.

5. You can change the description and amount of the order line. You can only credit the amount available.