Installation Company ERP / CRM


How To Raise a Credit Against an Invoice or an Account

To Do This:

  1. Within your Contract, head to the Invoices tab. Select ‘+ Add Invoice’ and select ‘Credit’ as your Invoice Type.
  2. Select an ‘Invoice to Credit’ in the dropdown (please note if you leave this blank it will credit the account rather than a specific invoice).
  3. Select a Raised Invoice Date.
  4. Select whether you’d like to create the invoice from a % of the job value or a manual amount. If it’s a credit it will most likely be a manual amount.
  5. Select ‘Create’ once complete.
  6. You will notice that the Credit created is now beneath the Invoice you selected. You can edit, download or email the Credit as you would any other Invoice.
  7. To raise a credit against an account, repeat the previous process but leave the ‘Invoice to Credit’ as ‘Select’.
  8. Again, repeat the steps as you would normally. You will most likely use the manual amounts rather than the percentage.
  9. If you head to Templates and select your Statement, you will see your credits listed both against an invoice and the account as a whole. This statement will show the account balance overall.
  10. Using the new Placeholder ‘ContractOutstandingStatement’ you can also download a new Statement that shows unpaid/underpaid invoices rather than the full account.

Thank you for watching our how-to video on How To Raise a Credit Against an Invoice or an Account, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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