Difference between revisions of "Credit notes"

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=About=
=About=


''This functionality will be available in [[MOR 12]]''
When Credit Note is created, it appears in the Credit Notes list, but the User balance does not get change yet.


When Credit Note is marked as Paid, then Payment with of type "Credit Note" is created and the User balance gets Increased by the Amount specified in the Credit Note.
If, after that, the same Credit Note Paid status is un-marked, then the Payment gets deleted and the User balance gets decreased again.
It is also possible to add a negative amount to the Credit Note. In such a case when it is marked as Paid, the User balance is decreased.
If you deleted Credit Note after marking it as Paid, the Payment remains and therefore the User balance is not restored. If you want to restore the User balance after deleting Paid Credit Note, then create a Manual payment with a negative (to the reference of Credit Note payment amount) amount.


We can say that '''Credit notes''' functionality is opposite to invoices. If "paid invoice" means that users balance decreased then "paid credit note" means that users balance increased. Sometimes due to various inaccuracies user pays more than he should. That is why this functionality useful - to correct those inaccuracies by paying the money back to the user.
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[[file:Creditnotes_creditnotes.png]]
[[file:Creditnotes_creditnotes.png]]


Click ''Create credit note''. You will see this window:
Click ''Create credit note''. You will see this window:
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[[file:Creditnotes_create.png]]
[[file:Creditnotes_create.png]]


''Issue day'' - by default it is the day credit note was created. But you can choose different date.


''User'' - select a user from dropdown for which you are making this credit card.
'''Issue day''' - by default it is the day credit note was created. But you can choose different date.
 
'''User''' - select a user from dropdown for which you are making this credit note.


''Number'' - same as with invoices, you can enter any symbol or symbols here.
'''Number''' - same as with invoices, you can enter any symbol or symbols here.


''Price'' - enter price without tax you want to transfer to user.
'''Price''' - enter price without tax you want to transfer to user.


''Comment'' - your comment.
'''Comment''' - your comment.


Click ''Create''.
Click ''Create''.


A user whom you made and paid a credit note will see this in his ''Payments'':
A user whom you made and paid a credit note will see this in his ''Payments'':


[[file:Payments_creditnotes.png]]
[[file:Payments_creditnotes.png]]
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<!-- cia turetu buti prie API. Bet prie API kiekvieno jau pateikti erroru pvz su paaiskinimais
=Possible errors=
=Possible errors=


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*"Credit note was not created" - this error shows up if ''Issue day'' or ''Price'' fields are empty.
*"Credit note was not created" - this error shows up if ''Issue day'' or ''Price'' fields are empty.
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-->


=See also=
=See also=


[[Invoices]]
* [[MOR_API#Credit_notes|Credit Notes API]]
 
* [[Invoices]]
[[Payments]]
* [[Payments]]

Latest revision as of 13:44, 20 November 2020

About

When Credit Note is created, it appears in the Credit Notes list, but the User balance does not get change yet.

When Credit Note is marked as Paid, then Payment with of type "Credit Note" is created and the User balance gets Increased by the Amount specified in the Credit Note.

If, after that, the same Credit Note Paid status is un-marked, then the Payment gets deleted and the User balance gets decreased again.

It is also possible to add a negative amount to the Credit Note. In such a case when it is marked as Paid, the User balance is decreased.

If you deleted Credit Note after marking it as Paid, the Payment remains and therefore the User balance is not restored. If you want to restore the User balance after deleting Paid Credit Note, then create a Manual payment with a negative (to the reference of Credit Note payment amount) amount.



Create Credit notes

To create a Credit note go to SETTINGS block -> Accounting -> Credit notes:


Creditnotes creditnotes.png


Click Create credit note. You will see this window:


Creditnotes create.png


Issue day - by default it is the day credit note was created. But you can choose different date.

User - select a user from dropdown for which you are making this credit note.

Number - same as with invoices, you can enter any symbol or symbols here.

Price - enter price without tax you want to transfer to user.

Comment - your comment.

Click Create.

A user whom you made and paid a credit note will see this in his Payments:


Payments creditnotes.png

See also