How do you create a credit invoice in Easyflor?

What is a credit invoice?

A credit invoice is an invoice that fully or partially reverses a previously sent invoice. You use this, for example, for returns, errors in the original invoice, or when a customer receives a discount afterwards.

Why create a credit invoice?

• To correct an error in an earlier invoice
• For returns of products, containers or trolleys
• For giving discounts awarded afterwards
• To keep the administration correct for refunds

How do you create a credit invoice?

Step 1: Go to credit invoices

1. Click on "Invoicing"
2. Go to "General Credit invoices"

Step 2: Select the customer

• Click on the debtor for whom you want to create the credit invoice
• You now see an overview of all outstanding credits for this customer

Step 3: Start a new credit invoice

• Click on "+New"

Step 4: Fill in the basic details

Select and check the following details:

• Debit invoice: Choose the original invoice this credit relates to
• Administration: Select the administration the credit should fall under
• Delivery address: Check if this is correct
• Invoice address: Check if this is correct
• Payment method: Select the payment method (if known)
• Status: Fill in the correct status
• Debtor-specific commissions: Check if these should appear on the invoice

Step 5: Check the created credit invoice

• The credit invoice now appears in the overview
• Select the invoice you just created
• Tip: Are details wrong? Click "Edit" to adjust them

Step 6: Add credit lines

1. Click on "General Invoice lines"
2. Choose the type of credit you want to add:

Option A: Own line

• Use this for a general credit over the entire invoice
• Fill in the credit amount

Option B: Invoice line

• Use this to credit specific items from the original invoice
• Select the item to be credited

Option C: Return This has two sub-options:

• Container: Add returned containers if you have received these back
• Trolleys: Add returned trolleys if you have received these back

Step 7: Process the credit invoice

• Click "Process" at the top
• The credit invoice now receives an official number
• Optional: Print the invoice for your own administration

⚠️ Note: After processing, the credit invoice receives a number and can no longer be deleted!

Done!

You have now successfully created a credit invoice. It is linked to the original invoice and the customer can get the credited amount back or offset it against future invoices.

Need extra help? Contact your consultant if you have questions about credit invoices.