TO3000: Gutschrift/voucher
Thread poster: B. D. Laux

B. D. Laux  Identity Verified
Local time: 07:07
Member (2009)
German to Norwegian
+ ...
Sep 1, 2016

A customer wants me to void an invoice an send them a "Gutschrift" of the invoice amount, because the internal invoicing policy has changed. But I only see the possibility "void". How can I create a voucher / credit note or whatever it is called?

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Philippe Etienne  Identity Verified
Spain
Local time: 07:07
Member
English to French
Version? Sep 1, 2016

B. D. Laux wrote:
A customer wants me to void an invoice an send them a "Gutschrift" of the invoice amount, because the internal invoicing policy has changed. But I only see the possibility "void". How can I create a voucher / credit note or whatever it is called?

I did it for the first time not long ago after a mistake I made about VAT.
You can generate a credit note in v11 in the Invoices tab of your customer (button). Not sure if v10 has this option.
It cost me a bit of work to find out how to proceed, and I don't exactly remember. Of course, I used the Help for this.
Void then make the credit note? or the other way around? Unlocking jobs in the invoice first? Anyway, I managed to end up with a satisfactory credit note and amended invoice, so it's doable.

Philippe


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B. D. Laux  Identity Verified
Local time: 07:07
Member (2009)
German to Norwegian
+ ...
TOPIC STARTER
9.0 Sep 1, 2016

Thank you for your comment. I still have 9.0. I tried the help function, but couldn't find anything.

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TO3000: Gutschrift/voucher

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