Hi Peter, I’m wondering how best to create a credit note against a specific invoice. I tried doing it some time ago but somehow marked the invoice paid instead of cancelling it.
Just click the invoice in question and on the right menu you’ll see credit note.
Follow the workflow.
Sorry but how do I click on an invoice? When I click on Invoice Overview I see a list of accounts not invoices?
You should see all the invoices. If you don't try a hard refresh on your browser.
If that doesn't work try a different browser. You might be cashing.
I can see all the invoices but they are not clickable, only the company name is.
Do you own the account?
Yes, this is Brendan Dunne of Proactive Pipeline
I'll have a look, you it must be a browser issue. Did you try a different browser?
Here is a video http://recordit.co/6ffQ48vfJ4 of me viewing your invoices and showing you where the credit notes are.
That would be the same access as you, so it's an issue with your browser.
Here is some information https://www.google.com/search?q=how+to+hard+refresh+my+browser&pws=0&gl=us&gws_rd=cr on refreshing your browser.
Okay Peter I now remember where I might have went wrong the last time (when it appeared as paid) "What to do next" should I apply as a discount to invoice or as a refund?
Did you refund them money or did they not pay you the full amount?
They didn't pay me and I can't imagine they will so no point in keeping it on the books.
Cool, then discount it to zero.
* If you refund then we do all the backed updates, and create those refunds for your bank rec.
With a discount we kind of delete it in an accounting way, and do a load of management reports update.
Always good practice to use credit notes, then deleting/reducing items. Cleaner and better for audit.
You can add a note to the invoice to explain encase of audit.
I have ignored those options and simply clicked on "send credit note". The invoice is still there and so is the credit but it looks like and invoice! I'll send you a screenshot via email
Hi Peter, see my screenshot,
Follow the workflows please.
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