Create new credit invoice

When creating a credit invoice we enter a subject, a date and a job number.

A new credit invoice can be created in various ways:

From the list of credit invoices

In the menu under Finances > Credit invoices you reach the list of credit invoices. Above the list on the right there is a button "New credit invoice".

From a job

In the "Finances" tab of a job you will find all credit invoices created for that job so far. Above the list the "New credit invoice" button can be used.

From a customer account

In the "Finances" tab of a customer account you will find all credit invoices created for that customer account so far. Above the list the "New credit invoice" button can be used.

From a customer

In the "Finances" tab of a customer you will find all credit invoices created for that customer so far. Above the list the "New credit invoice" button can be used.

As a copy from another document

In the "Options" tab of a financial document, a new credit invoice can be generated in the "Copy document" section if "Credit invoice" is selected as the target format.

From a template

You can either ...

• ... select a template when creating a credit invoice, or

• ... open the template under "Finances > Templates", jump to the "Options" tab and there create a copy of the template with the target format "Credit invoice" (see above).