Crediting Invoices

Modified on Wed, 31 May 2023 at 06:17 PM

This section will cover the process of crediting invoices:



in case customer asks to credit an invoice, once can do it via CB platform in most circumstances.



1) Click on "+Add"



2) Fill out information:


Reference: is the name of ad-hoc invoice. The best practice is the following "CompanyName_April23". This indicates that credit invoice was created for April 2023.


Invoice Date: put the last date of the month, for the best practice make sure to include "23:59:59" at the end

Period From: put the first date of the month, for the best practice also make sure to use "00:00:00"

Period To: put the last date of the month, for the best practice "23:59:59"

Customer: Put the name of the customer here.


3) Purchases

 



Click on "+Add" button





Here, fill out necessary information. The crucial step is to tick 'Ad-hoc" under "Billing" and write the correct invoice reference (name of adhoc invoice). For example if we follow section 1 on this doc, it would be: CompanyName_2023.

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