Installation Company ERP / CRM


How To Raise a Credit Invoice

To do this:

  1. Within the Invoices tab, select Add Invoice.
  2. Select ‘Credit’ as your Invoice Type and enter the date you’d like to raise it. Add any additional info you’d like to add in the description box.
  3. Select the Gross/Net (Manual) Value of the Contract and enter details accordingly. If you select ‘Net’, you will need to select a VAT code so the system can calculate the amount.
  4. Select Create when completed.

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


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