How to Credit a Supplementary Invoice

Modified on Mon, 17 Feb at 8:15 AM

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



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article