> For the complete documentation index, see [llms.txt](https://wiki.dieagenturverwaltung.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/finanzen-1/gutschriften.md).

# Credit invoices

![](/files/ed6d78fb634ffe2783b1b8562e44d0ef678371df)

## 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.

{% hint style="info" %}
Filter settings are saved until the next login to the system.
{% endhint %}

## 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.

{% hint style="info" %}
**Note:** Not all process steps may be activated in your company. Contact customer service if you want to change this: <info@dieagenturverwaltung.de>
{% endhint %}

## 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](https://de.wikipedia.org/wiki/Kleinunternehmerregelung_\(Deutschland\)) .

#### 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.

{% hint style="info" %}
**Note:** Deductions are also copied into the credit invoice here and must be removed if necessary.
{% endhint %}

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

{% content-ref url="/pages/d0f767cc34f216774abb42d46bf1fe57acb1f5e1" %}
[Copy document or convert it into another document](/die-agenturverwaltung-en/finanzen-1/allgemeines-zu-finanzdokumenten/ausgangsrechnung-in-ein-anderes-dokument-kopieren.md)
{% endcontent-ref %}


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