How Do I Credit A Supplementary Invoice?

To credit a supplementary invoice, you have two options:

1. Credit the Main Invoice

• This approach credits the entire main invoice, which includes any supplementary invoices attached to it.
• If the supplementary invoice is directly linked to the main invoice and you need to reverse the full transaction, this is the best method.
• This will generate a credit note that offsets the entire invoice amount.

2. Raise a Supplementary Credit Invoice

• If only the supplementary charges need to be credited, you can create another supplementary invoice with a negative value (credit).
• To do this, go into the stock record, under the Processing tab, select Supplementary.
• Under the Accessories tab, select Special Option, enter the Description, Sale Price (as a negative) and press Add
• Then select Invoice to complete the process.

Key Considerations:

• Stock Record Check: Before creating a supplementary credit invoice, ensure that the stock record is open to avoid processing errors.
• Credit Note Generation: Once processed, the system will automatically generate a credit note reflecting the credited amount.