HOW TO RAISE A CREDIT AND RE-INVOICE

 

STEP 1

Go to invoices & payables > Sales Invoices.

 

STEP 2

Click on the invoice you would like to reverse and click New Credit Note.

 

STEP 3

Click on the type of Credit you require.

 

STEP 4

Enter a date and click the tick.

 

STEP 5

Type in a reason if necessary and click the tick.

 

STEP 6

Check the credit note and click the tick.

 

IF YOU WOULD LIKE TO RE-INVOICE THE ITEMS, FOLLOW THESE STEPS

 

STEP 7

Go to Jobs & Orders> Sales Orders

 STEP 8

Open the Sales order you have credited & click on Invoiced Details on the left hand side.

STEP 8

Click on the credited lines, which show in red and the re-invoice option will be available at the bottom of the window. Once clicked, a new invoice will be created for this Sales Order