Credit an outstanding amount

If you saved a sale as unpaid or partially paid and the client does not pay, or a sale was finished with a wrong line before it was paid, you take the outstanding amount off the books with a credit note. No money is paid or given back.

How it works

• It is the same credit note as with a refund: from the location's sequence and spread over the sale's VAT rates. If Receipt after checkout is on, the client gets it by email.
• The amount is set to everything still due. You can lower it, but never raise it.
• If you credit everything still due, the sale no longer counts as unpaid. If nothing was paid, the sale gets the status Refunded; if the rest was already paid, it becomes Paid. If you credit less, the rest stays due.
• The VAT comes off in the period of the credit note.
• Products do not go back in stock. If a product did come back, adjust the stock yourself.
• Was money paid that needs to go back? Use Refund for that.

Credit the outstanding amount

1. In the menu, go to Checkout and open the sale. With Filters › Has outstanding amount you find the sales that still have something due.
2. At the top right, click the three dots (More) and choose Credit what is still due.
3. Check the Amount to credit. It is set to everything still due.
4. Click Issue credit note. You see the message Credit note issued and the credit note shows under Receipt.

When to use this

• The client disputes the sale and does not pay the amount still due.
• The client never pays and you no longer want to see the amount as outstanding.
• You finished a sale with a wrong line before it was paid. Credit the amount and make a new sale with the right lines.

You need the permission Can void a sale for this. Without it you do not see Credit what is still due. You set it under Settings › Team members › Permission roles.

Frequently asked questions