Credit for a fully paid Invoice

Fix a mistake

Situation

The customer has paid in full but needs a discount or return.

Recommendation

Create a Credit Note from the ?invoiceId= form; apply it or refund via Payment.

Why

The Credit Note form stays open for paid Invoices. The credit is applied to another Invoice or refunded through the Payment step.

Steps

1. Open the Invoice and create a Credit Note (?invoiceId=).
2. Enter credit lines.
3. Apply to another Invoice or refund with a Payment.

Avoid

• Void a paid Invoice just to give a discount.

Roles & permissions

AR accountant.

Related

• Voiding an Invoice that has been paid
• Finance
• Playbook: Order-to-Cash process