29 Sep, 2021
Also available in:Estonian
When creating a Credit invoice out of an unpaid Invoice-Waybill it creates two payments with payment type “credit”
One with a minus total to the Credit Invoice
And one to the original Invoice waybill with a positive total to balance the minus total on the Credit invoice
When creating a Credit invoice out of a paid Invoice-Waybill it also creates two payments with payment type “credit”
The original Invoice waybill now has two payments, one that’s the original payment and one with a payment type Credit.
With that the original payment is now redundant. Your options with the original payment are:
2. The money will stay as a prepayment for the customer - You can keep that amount up for the customer, so that the next time they buy from you it goes off from that payment. For that you would need to unattache the original payment from the Invoice-Waybill.
Click on the payment and remove the Invoice from that payment.
Now there’s a payment that’s not attached to anything and can be linked to another Invoice. The original Invoice-Waybill will only stay attached with the credit payment.
You can attach that open payment now to another Invoice by going Sales - Associate Imported Payments
Because only part of the original Invoice-Waybill is being credited then the payment that's going to be attached is in for the credited products total.
Now the Original payment on the invoice-Waybill is too big. Our options are
2. The money will stay as a prepayment for the customer - For that you would need to open the original payment and edit the total by taking off the credit amount. Then open the Credit payment and take off the minus in front of the amount and also remove Invoice from the payment. Then the Credit payment is now not attached to any Invoice and can be used when a customer buys from you again.
In this example what we have done is changed the original payment to 24€ (because 40.35 - 16.35 = 24) And then we have changed the credit payment of 16.35€ to -16.35€, because we are returning the money, and also we have marked that it was returned by wire transfer.