In some cases you need to create an credit invoice for an exiting invoice. Think of the situation the invoice is wrong or the customer does not accept the invoice or one item is not correct. So you need to create and credit invoice. In this article we explain how to create this.
1. Login to PowerPanel
First you need to login to PowerPanel. If you don't have an account you can create an account (use the menu in the header and choose register). If you need help to login to PowerPanel, please read here how to logon.
2. Find the right customer
Start by going to the specific customer in PowerPanel and then navigate to the customer invoices menu.
3. Start creating an invoice
Here you can create a new invoice for the customer by clicking on the “Create new invoice” button.
Note: Also if you want to create credit invoice (negative amount) you need to use this options also.
And now choose the first optie from the below dialog.
(the second option will create an invoice for this customer based on the existing subscriptions and open orders)
4. Fill the invoice
Enter the invoice lines you want to setup in this invoice. If you set the amount of the invoice you are creating to a negative amount, the system will automatically recognize the invoice as a credit invoice. After you finish click the save button on the bottom.
5. Save & Send your newly created invoice
After creating the invoice you can choose if you want to send the invoice directly to your customer, or if you want to add it to the proforma invoice. You can also create the invoice without sending it to your customer by disabling the checkbox.
Adding payment for invoice
Matching After you have created the credit invoice you are able to match the credit to an open invoice. Go to the invoice you want to match with your credit invoice and click on process payment. The next screen will pop up:
Select the “Reconsile with another invoice” checkbox to match the invoice to the credit notice. This will open up another part of the screen:
Here you can choose the open credit invoices which you can choose. Make sure to enter the right amount in the payment information. For this example the payment information should be -12 because of amount that the customer will pay through his credit invoice.
After you have entered the right amount you can click on save. Both the credit invoice and the initial invoice will be set to the right status, in this example both will be paid and closed after this action.