When a community needs to issue a credit against a previously processed invoice, they can create a Credit Invoice. This action requires the user to have the Create Invoices role.

Procedure for Creating a Credit Invoice

1. Locate Order: Go to the Marketplace module > select Orders. Locate the desired order (using the Search Order Number field or Filters) > click the desired order number.

2. Initiate Invoice: Once the desired order screen is populated, click Invoice Order.

3. Enter Credit Invoice Number: The Invoice screen will populate. In the Invoice Number field, enter the new credit invoice number.

   • Uniqueness: This credit invoice number must be unique to avoid an error. If you need to reference the original invoice number, it is recommended to append a "C" (e.g., OriginalNumber-C) to indicate the credit.

   • Insert the credit invoice date in the Invoice Date field.

4. Enter Credit Details:

   • Select the checkbox to the left of each line you wish to credit.

   • Quantity: In the Quantity field, enter a NEGATIVE quantity (e.g., $-5$) to indicate the number of items being credited.

   • Unit Price: In the Unit Price field, enter a POSITIVE dollar amount.

5. Credit Shipping (If Applicable): If you are crediting shipping charges, enter the shipping amount as a NEGATIVE dollar amount in the Shipping field.

6. Submit: Once completed, select Create to submit the credit invoice.

Deselected Lines Note: Any lines that already have a submitted invoice against them will have the checkbox to the left of them deselected by default.