Hi, We have an invoice that has already been paid in full. We are now issuing a rebate of £20 to the client which we want to leave as a credit on their account. If I “modify the invoice” and change the amount of the invoice and save it, will the £20 reduction appear as a credit on the account? If not, how best would I be able to achieve reducing the invoice and allocating the £20 reduction to their credit? Thanks.
Go to the invoice and choose the credit note option (at the top under more options). By default it’ll start as a credit for the full value of the invoice but you can change the amount to be less, and when you save the credit note it should give the option to hold the funds on account.
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