You can choose to credit an existing invoice or simply issue a freestanding refund to a client.
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From within a project
- Navigate to your project's Financial tab.
- Find the invoice for which you want to create a credit note.
- Click on More options more_vert button.
- Select "Create credit note."
From an existing invoice
- Go to monetization_on Financial module > Invoices.
- Select the invoice for which you want to create a credit note.
- Click on More options more_vert button.
- Select "Create a credit note."
Not connected to an invoice
- Go to monetization_on Financial module > Invoices.
- Click on Add invoice
- Fill in the details.
- Add a negative amount as an invoice line.
- Click on Generate
How do I create a partial refund/credit note invoice?
When creating a refund/credit note invoice, you may want to create a partial invoice rather than a full invoice.
- Create the credit note using one of the methods above.
- Within the credit note invoice itself or the invoices module, select Edit Payments.
- Put in any amount, negative or positive as payment.
Note: Take a look at this article on how to add partial payments to any invoice.
FAQ
What is an invoice line?
Invoice line allows you add any additional cost to your invoice. Can be negative or positive amount.
What does invoices to subtract mean?
This refers to subtracting another invoice from the credit note you are about to create. When you create a credit note, it will generate a brand new document and this new document will subtract itself from the invoice selected and provide a new total.
If I have multiple subprojects, can I create a refund for only one of those subprojects?
Yes, when you generate a credit note, you have the ability to select the subprojects you want refunded. Make sure to check box the subproject you want included in the credit note. 