How to credit an outgoing invoice and create a new corrected invoice?

InUse orderthis toinstruction when an outgoing invoice has already been created, but it must be corrected by creating a credit existing invoice and andthen createcreating a new invoicecorrected thereinvoice.

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This stepsprocess youincludes needfour tomain takesteps:

1. MakeCreate a credit invoice for the existing invoice.
2. MakeCreate a new invoicecorrected invoice.
3. EditUpdate totalthe income sumamount in the client order.
4. Clear creditedthe debts for the original invoice and itsthe credit invoice debtsinvoice.
   

1. MakeHow to create a credit invoice?

Open the outgoing invoice that needs to be credited. Click the three-dot menu. Select Create credit invoice.

Open invoice you need to credit
From ... menu choose "Create credit invoice"

ItCLOUDEX TMS will makecreate anothera new invoice with Typethe type Credit invoice. andThe credit invoice will have the same sumamount onlyas the original invoice, but with -a (minus)
minus value.

If you only need to credit differentpart sumof thenthe Pressinvoice amount, click the Edit (pencil button)icon in the invoice content list and change the sum you needamount.

2. MakeHow to create a new invoicecorrected invoice?

Before makingcreating the new invoiceinvoice, correct clientthe orderinformation filed which werein the reasonrelated youClient neededorder that caused the original invoice to createbe credit invoiceincorrect.

IfThen youcreate need to writea new outgoing invoice for Client order you credited invoice, then go to Client order and make from therethe newsame invoiceclient order.

3. EditHow totalto update the income sumamount in the client order?

InOpen the related Client order correctand update the Income sumamount so that it ismatches the total amount of all Outgoingoutgoing invoices connected to this order.

This is important when the corrected invoice amount is different from the original invoice amount.

4. ClearHow creditedto invoice and its credit invoice debts

Clearclear the debts for Invoicethe original invoice and itscredit invoice?

After the credit invoice is created, clear the debts for both:

the original outgoing invoice; the credit invoice.

FinallyCreate an Outgoing invoice clearing act. After the clearing act is madecreated, andthe as a result Debtdebts for invoiceboth andinvoices itswill credit invoice arebe cleared and both invoice statuses arewill be changed to Paid.

Common mistakes

The client order is not corrected before creating the new invoice. The credit invoice amount is not adjusted when only part of the invoice should be credited. The income amount in the client order is not updated after creating the corrected invoice. The original invoice and credit invoice debts are not cleared.