How to Credit a Supplementary Invoice

When handling a credit for a supplementary invoice, you have two options:

1️⃣ Credit the Main Invoice – This method reverses the entire main invoice, including any supplementary charges.
2️⃣ Raise a Supplementary Credit Invoice – This method creates a new supplementary invoice with a credit value, specifically for the adjustment required.

Option 1: Credit the Main Invoice

• If the supplementary invoice is linked to the main invoice, you can credit the full main invoice.
• This will automatically reverse both the main invoice and any associated supplementary invoices.
• Proceed with issuing a new invoice if needed after the credit is processed.

Option 2: Raise a Supplementary Credit Invoice

If you only need to credit a specific supplementary invoice, follow these steps:

1. Ensure the Stock Record is Open

   • Before issuing a credit, verify that the stock record is open
   • A closed stock record may cause issues when applying a supplementary credit

2. Create a New Supplementary Invoice

   • Navigate to the Supplementary Invoice Section
   • Enter the necessary credit details (negative value to offset the original charge)

3. Add and Invoice

   • Click Add to finalise the supplementary credit invoice
   • Click Invoice to generate the credit note