Credit

Hi, I am trying to pricess a customer credit, but Its saying “Values must be more than 0” when they are just -£695 When I put a minus in front of the value, its changes to a credit as I’d expect, but won’t let me process?

Thanks
sam

Hello Sam

How are you creating the invoice?

  • Are you opening an existing draft invoice and trying to make it a credit?
  • Are you crediting an existing invoice?
  • Is it a manual credit?

starting from an invoice Steve, the changing to a credit by -

Hello @shephardservicesltd

Once an invoice is saved you can not change its type.

Draft invoice
Delete it and create a new one (entering the minus figure before saving).

Sent Invoice
You can credit the invoice off (reverse it) by opening the invoice and selecting More options > Credit note. This will create a new credit note and allocate it to the invoice.

Paid Invoice
You can credit the invoice off (reverse it) by opening the invoice and selecting More options > Credit note. This will create a new credit note and give the option to refund it (allocate the credit to the refund).

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