At times, communities may need to credit an invoice. To create a credit invoice, users must have the Create Invoices role.
Creating a Credit Invoice
To begin creating a credit invoice, go to the Marketplace module > select Orders > locate the desired order, by using the Search Order Number field or Filters (on the right side of the screen) > click the desired order number.
Once completed, the desired order screen will populate > click Invoice Order.
The Invoice screen will populate > in the Invoice Number field, enter the new credit invoice number. This credit invoice number must be unique. Duplicate invoice numbers will result in an error. If the user need to use the same invoice number, we recommend appending a "C" to the end of the original invoice number, indicating the credit.
| Note: Any lines that have a submitted invoice against them will have the checkbox to the left of them deselected. |
Insert the invoice date in the Invoice Date field > select the checkbox to the left of each line you wish to credit.
- In the Quantity field, enter a NEGATIVE quantity indicating number of items credited.
- In the Unit Price field, enter a POSITIVE dollar amount.
- If you are crediting shipping, enter the shipping as a NEGATIVE dollar amount in the Shipping field under the Subtotal field.
Once completed, select Create to submit the credit invoice.
| Note: For additional information on how to create an invoice, refer to help article Creating Electronic Invoices. |