Questions & AnswersHow To Create A Credit Note Functionality With Overpayment
Peter Connor Staff asked 7 years ago

The new Sales Credit Note functionality for Overpayment :
Previously you could only create a credit note from an invoice. This meant that we could not handle situations such as overpayment by a client. In that case, you would want to create a credit note without an invoice. This change solves that issue, we also handle all the VAT implications automatically.

The two ways you can create the sales credit note is from
1) Invoices -> Create a Credit Note
2) Clicking on an invoice and clicking the side actionlink “Create a Credit Note” – this prefills the fields with values from the invoice.

This works very similarly to the Purchase Credit note.

*Note – it is no longer possible to directly refund money from an invoice – instead you have to create a credit note first and then refund the money from the credit note.

How To Create A Credit Note Functionality With Overpayment

How To Create A Credit Note Functionality With Overpayment