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Hi Germinal,
Recently I had to create a credit note for one of my invoices. I'm not sure how to work with this in Invoice Manager.
Basically: The invoice was created and sent to the customer (which made the invoice official and not removable).
Now a credit note has to be created to balance that invoice to zero.
First of all: as there are some parameters required on the credit note (credit note number, certain clause needs to be added in regards to VAT recuperation etc...)
I want to spare you this - what I did: I took the invoice and changed it into a Credit Note, using Adobe Acrobat ;o)
I'm now looking at the original invoice in Invoice Manager, which has an amount and which had the "Pending" status.
I changed the status to "Refunded". However, the invoice still has a payment listed which of course over time became overdue.
I'm not sure what actions are the right ones to take so that the original invoice is still listed, but in that way that the fact it is overdue is not causing the red flags in the listing and so that in regards to amounts, it is not taken into account.
Thanks !
Cheers,
Mario
Recently I had to create a credit note for one of my invoices. I'm not sure how to work with this in Invoice Manager.
Basically: The invoice was created and sent to the customer (which made the invoice official and not removable).
Now a credit note has to be created to balance that invoice to zero.
First of all: as there are some parameters required on the credit note (credit note number, certain clause needs to be added in regards to VAT recuperation etc...)
I want to spare you this - what I did: I took the invoice and changed it into a Credit Note, using Adobe Acrobat ;o)
I'm now looking at the original invoice in Invoice Manager, which has an amount and which had the "Pending" status.
I changed the status to "Refunded". However, the invoice still has a payment listed which of course over time became overdue.
I'm not sure what actions are the right ones to take so that the original invoice is still listed, but in that way that the fact it is overdue is not causing the red flags in the listing and so that in regards to amounts, it is not taken into account.
Thanks !
Cheers,
Mario
Responses (5)
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Accepted Answer
0it will be taken into account if it's listed.. there's no way to avoid this...
to allow exactly what you mention (that overdue payments are not considered "red flag" when the invoice status is "refunded") some code would be necessary.
I'm asuming that you don't want to simply remove the payment from the invoice.. right? -
Accepted Answer
0Hi Germinal,
If the invoice is still present in my list, showing its details, I'm okay to remove the listed payments on it. I suppose I need to be able to show the invoice with its original details if there would be an audit by the VAT department.
So if that would take the invoice amount out of the 'equation', that would work for me...
Let me check and get back to you - I can anyway add the payment again if the result would not be as expected... -
Accepted Answer
0OK, that took away the red number "1" icon.
The amount however is still showing 0,00€ in red. Is there anything I forgot or that I can do to get rid of the red colored text ? One would assume something is not okay with this Invoice while in fact, it was sorted out by crediting the amount.
I also verified the total of pending payments and this matches the amount in the dashboard area so that is exactly what I needed.-
Germinal Campsmore than a month agocan you please make a couple screenshot? one of the invoice list, the other of the invoice form, in the payments tab, so I can see everything?
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Accepted Answer
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