What will change?
CloudBilling now has a functionality to facilitate the process of creating credit and correction invoices.
Why do we make this change?
Based on feedback from our users, our product team developed this functionality to improve the efficiency in creating credit and correction invoices. Despite wanting to prevent it, we do see it is sometimes unavoidable to make credit and correction invoices.
How does this functionality work?
After activation of the functionality, each approved invoices will have two new buttons available in the top right corner of the screen. These buttons can be used to create a full credit invoice for the selected invoice and to create a correction invoice for the selected invoice (see the screenshot below).
- Create credit invoice: by clicking this button, a full credit for the selected invoice will be made. This invoice will contain the purchases and amounts of the original invoice with negative amounts. This credit invoice can be approved to process and send it to the customer.
- Create correction invoice: by clicking this button, a correction invoice (type: ad hoc) will be made for the selected invoice. This invoice is open, which makes it possible to make changes to the contents of the invoice. The correction invoice does contain the purchases of the original invoice. Adding, deleting, or changing purchases in the invoice can be done manually.
How can you start using this functionality?
The Credit & Correction functionality is activated for your CloudBilling environment(s) in December 2024. You can easliy start using the functionality in your environment from now on. As communicated previously, this functionality is based on full credits. Partial crediting can be facilitated by setting up configuration for this in your CloudBilling environment. Please contact [email protected] if you have any questions on crediting or requests for the configuration of partial crediting.