Easily Generate Credit Invoices for Existing Invoices
In ABOSS, you can generate a credit invoice for any existing invoice within the system. This guide will walk you through the steps to create and manage credit invoices.
Table of Contents
Navigating to the Original Invoice
Generating the Credit Invoice
Editing the Credit Invoice
Referencing Between Invoices
Handling Custom Calculations
1. Navigating to the Original Invoice
To create a credit invoice, start by navigating to the original invoice that needs to be credited.
In the invoice sidebar (located at the top right of the invoice), you will find the option to Credit the Current Invoice.
2. Generating the Credit Invoice
When you choose to credit an invoice, ABOSS will automatically generate a new invoice. The new invoice will:
Duplicate all the information from the original invoice, except for the invoice number and invoice date.
Invert the amounts on the invoice (e.g., €1,000.00 will be displayed as €-1,000.00).
If this does not work, please contact our Support Chat, as your template might need some changes. If you want and can, you can also do it yourselves with the help of this article.
Note: The entered data, such as added in Deal-tab, will only display correctly on contracts and invoice PDFs if the templates are set up properly. Always double-check your PDFs before sending them out to ensure everything appears as expected.
3. Editing the Credit Invoice
You can assign a new invoice number and adjust the invoice date for the credit invoice. This ensures the credit is tracked and organized properly within your financial records.
4. Referencing Between Invoices
ABOSS links the original invoice and the credit invoice for easy reference:
The credit invoice will include a reference to the original invoice at the top. Clicking on the original invoice number will take you directly to the original invoice.
Similarly, the original invoice will display a reference to the credit invoice, allowing you to navigate between the two seamlessly.
5. Handling Custom Calculations
If you are using custom calculations in your templates and the credit invoice doesn’t show a negative amount as expected, contact ABOSS support, and we’ll assist you in resolving the issue.