Crediting Invoices

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.