Forum Discussion

Lee-ann66's avatar
Lee-ann66
5 years ago

Credit Notes/Reverse Sale

Hello. We have a customer who has several open invoices that they wish to pay. One of these invoices, the order has been returned. Now they wish for us to create a credit for that invoice then send a...
customer credit
  • Emily_B's avatar
    Emily_B
    5 years ago

    Hello Lee-ann66 

     

    While I'm not sure I completely understand the situation, I have found a few resources that may be useful to you. It sounds like your customer has paid an invoice and returned the order on that paid invoice. He now wants the return credit for the payment that was made to be applied to an outstanding invoice, is that right?

     

    This article, Customer returns, credits, and refunds, will step you through the process of creating a credit note. As indicated in the article: "To process a customer credit for times when a customer returns an item or cancels their order, you first need to record a credit transaction and then record the settlement of the credit as a refund or by applying it to another outstanding invoice."

     

    From my understanding, you would create a manual credit for the amount of the order returned invoice and then apply the credit to the customer's outstanding invoice. I hope this helps, and other community members who have encountered similar scenarios may be able to offer more advice.

Emily_B's avatar
Emily_B
Former Staff

Hello Lee-ann66 

 

While I'm not sure I completely understand the situation, I have found a few resources that may be useful to you. It sounds like your customer has paid an invoice and returned the order on that paid invoice. He now wants the return credit for the payment that was made to be applied to an outstanding invoice, is that right?

 

This article, Customer returns, credits, and refunds, will step you through the process of creating a credit note. As indicated in the article: "To process a customer credit for times when a customer returns an item or cancels their order, you first need to record a credit transaction and then record the settlement of the credit as a refund or by applying it to another outstanding invoice."

 

From my understanding, you would create a manual credit for the amount of the order returned invoice and then apply the credit to the customer's outstanding invoice. I hope this helps, and other community members who have encountered similar scenarios may be able to offer more advice.

Lee-ann66's avatar
Lee-ann66
5 years ago

Hello Emily, thank you for your quick reply. Yes almost right, and I have seen these help items to create a credit, which I have done before, however, my problem is that the customer has not actually paid for this invoice. So there is no refund or credit to process, just to cancell the order. The customer has asked for a credit note for this particular invoice to be cancelled. Can I just delete the invoice?