Credit notes

What is a credit invoice / credit note?

PERIFACT also supports the creation of credit notes. For do not know what credit notes are here a brief explanation, then imagine the following: you once sent someone an invoice. Afterwards, this invoice turns out to be unnecessary. But you can't just delete an invoice from the invoice list or make a call to the customer saying "don't pay it. The IRS does require consistency in invoice numbering. By using a credit memo, you can solve this. It looks exactly the same as an invoice only the numbers are negative. So that it is actually booked away. The VAT will also be negative. So it looks like the original invoice didn't exist.

How do you create a credit invoice?

Creating a new credit invoice is easy. Make sure you have the desired customer in view, select the invoice it is about. And in the invoice menu, press the [NEW CREDIT INVOICE] button.

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Then you can print, email or create a PDF of the credit invoice like a normal invoice. Once you are done, the status in the invoice overview will change to credit invoice.