The system won’t let me raise an invoice and a credit at the same time. To show that no money is due. How should I do this please? The situation is where I need to invoice a client and at the same time there is a voucher needing to be applied which in effect cancels the invoice.
I don’t think you can do that so it would have to be full value and then credited. Zero cost invoices - #2 by Glenn
That’s what I thought. Is there any way of creating a credit note do you know?
Once you’ve created the invoice then the credit note option is under the “more options” button at the top of the invoice preview screen.
If once you’ve created the invoice and the credit note you could also send the client an account statement to show that they have a nil balance against their account
As you are offering a voucher value against the sale, have you tried creating an invoice with the various line items and then adding a new line item for ‘discounts given’ that zero’s the invoice amount?
Never tried it but it might work and keep things nice and tidy.
I have tried that but it won’t let me create an invoice with zero value.
Which I really think one should be allowed to do.
QuickFile does not allow £0 value invoices - You would need to create an invoice and then credit it full.
As mentioned in this thread: Zero cost invoices they are being considered
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