Credit invoices

Filters in the list of credit invoices

The list of credit invoices can be narrowed using filters above the list.

Search with wildcards *

The search allows searching by document number, job number, customer/supplier or subject of the document. With the asterisk (*) wildcard searches can also be performed; in the illustrated example, for instance, by entering the search term AD*19 Finds all documents in which "AD" is followed by "19". For example, we would have a match on the second document in the list.

Search by responsible person

This filter allows a user to be selected and the list will then show only that user's documents. The filter also includes the entry "My invoices".

Search by status

This filter restricts the list to documents that are in a certain status.

Filter settings are saved until the next login to the system.

Status of credit invoices

Credit invoices go through the following process steps:

in progress

This document is currently being created or edited; it is not included in any reports. Documents in this status do not appear in any statistics.

awaiting dispatch

This document is completed but is still awaiting review by another user before it can be sent. Documents in this status do not appear in any statistics.

sent

This document has already been sent to the customer. In statistics the negative revenue of the document is now taken into account.

complained

The customer has not accepted this document for formal or content-related reasons. In statistics it does not appear as negative revenue.

posted

This document has already been handed over to the accounting department.

Note: Not all process steps may be activated in your company. Contact customer service if you want to change this: [e-mail]

Usage examples for credit invoices

Payment of freelancers

Some of your freelancers or suppliers may have difficulty creating a formally correct invoice document. You can also pay these suppliers via a credit invoice. Coordinate with the worker regarding VAT liability. In case of doubt, the credit invoice should not include VAT if the supplier is considered a small business owner .

Refund of already billed partial services

If a customer complains about a service already billed to them, it can be refunded or offset using a credit invoice.

An invoice is copied into a credit invoice in the process. Subsequently, all items that should not be credited are deleted from the credit invoice's item list.

Note: Deductions are also copied into the credit invoice here and must be removed if necessary.

Here is how an invoice can be copied into a credit invoice:

Copy document or convert it into another document