You create a credit invoice because an already sent invoice needs to be fully cancelled, part of a sent invoice needs to be corrected, or because you owe money to a person or company.
Creating a credit invoice in InformerOnline can be done in two ways. You can create a new invoice and make it a credit invoice, or you can partially or fully credit an existing invoice.
Creating a new credit invoice
As soon as the total amount of an invoice has a negative balance, the invoice in InformerOnline automatically becomes a credit invoice. To create a new credit invoice, click on Sales invoices under Sales in the menu on the left, and then click the “New” button. In the invoice lines, enter the necessary details and put a negative amount (without the € symbol) in the “Price” field or a negative quantity in the “Quantity” field. Then, click ''Close'' or ''New line'' if you need more invoice lines to complete the credit invoice.
If you want to credit part of an invoice, you can choose this option. You can then select the amount for the credit invoice yourself.
Crediting an existing invoice
It is also possible to fully credit an existing invoice. This saves time because you don't have to create the credit invoice from scratch.
Checking settings
Credit invoices can be automatically written off in InformerOnline.
First, you need to check the accounting settings.
The field Journal for the automatic entry of credit invoices must be filled in. If it's already filled in, you don't need to do anything.
Crediting an invoice
In the example below, invoice 2024-0017 will be credited.
Invoice 2024-0017 can be checked, and under Select action, you will need to choose Credit.
The credit invoice will be automatically created. It will still have the status "Draft."
This draft invoice must also be checked, and then under Select action, choose Send.
After sending the credit invoice, it will receive an invoice number, and the status will immediately change to 'Paid.' The original invoice will also have the status "Paid."
