tag:help.cashboardapp.com,2012-10-23:/discussions/questions/8615-credit-noteCashboard: Discussion 2017-12-25T12:09:46Ztag:help.cashboardapp.com,2012-10-23:Comment/425231402017-05-09T16:26:36Z2017-05-09T19:10:53ZCredit Note<div><p>Hi Christoffel,</p>
<p>You're correct in noting that we don't support Credit Notes as "first class" members of Cashboard. They're a little too edge case for the majority of our customers and would clutter the interface unnecessarily.</p>
<p>What you can do, as you mentioned is create a negative invoice or payment and send that along instead. You can use the Notes field to make sure it's labeled as a "Credit Note", or if you want to get more in-depth you could copy the document template for an invoice and edit where it says "Invoice" to say Credit Note instead.</p>
<p>That's quite more involved, so I'd recommend the first approach - but if you really want to pursue that path I've attached the reference link for document templates below.</p>
<p><a href="http://help.cashboardapp.com/kb/document-templates">http://help.cashboardapp.com/kb/document-templates</a></p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/425231402017-05-09T19:06:03Z2017-05-09T19:10:54ZCredit Note<div><p>Can I break stuff if I try to create another template? I'll have to create<br>
2 in fact, the "invoice_table_footer" will also need to be changed but it<br>
doesn't look too daunting. If that doesn't work my invoices will still<br>
work as normal, right?</p>
<p>Rgds - Chris</p></div>Christoffel Coucktag:help.cashboardapp.com,2012-10-23:Comment/425231402017-05-09T19:10:52Z2017-05-09T19:10:53ZCredit Note<div><p>If you create another one, follow these directions…</p>
<ul>
<li>Copy the text of html_invoice, and paste it into a new template</li>
<li>Name the new main template “html_invoice_credit” ** This will allow you to apply that template to any invoice in the system, without modifying your existing ones.</li>
</ul>
<p>As for invoice_table_footer, for simplicity’s sake you might just want to copy the contents of it, and paste it into your new “html_invoice_credit” template where the original is included. This will minimize the number of new templates you have to manage and hopefully make things easier on you.</p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/425231402017-08-10T07:56:40Z2017-08-10T07:56:40ZCredit Note<div><p>Hi Seth, coming back on this one... I created a new template and saved it but I can't preview it and I can't create a credit note (it's not showing in the dropdown list when I click on the "create" button. Any idea why that is?</p>
<p>Rgds - Chris</p></div>Christoffel Coucktag:help.cashboardapp.com,2012-10-23:Comment/425231402017-08-11T13:20:42Z2017-08-11T13:20:42ZCredit Note<div><p>Hi Cristoffel,</p>
<p>What's your template named? Did you name it "html_invoice_credit"? Doing so<br>
doesn't create a new entry under the "create" button — rather it allows you<br>
to create an invoice and use that template.</p>
<p>As I think I mentioned, we don't support "credit notes" as a first class<br>
object / document inside Cashboard, so this is just a workaround. Not<br>
enough of our customers have requested that to make it a feature priority.</p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/425231402017-09-12T06:51:47Z2017-09-12T06:51:47ZCredit Note<div><p>Seth this is not working out. I have since issued negative invoices instead, but now I can't settle these to zero in my overview - I can't indicate them as "paid" and they keep popping up as "unpaid" in my list. How do I get rid of these "negative balances"? Rgds - Chris</p></div>Christoffel Coucktag:help.cashboardapp.com,2012-10-23:Comment/425231402017-09-12T14:57:17Z2017-09-12T14:57:17ZCredit Note<div><p>There's no way to get them out of "unpaid" unless the balance is zero currently. As mentioned, the other option is to create a payment for that client and simply note it as a "credit note".</p>
<ul>
<li>Seth</li>
</ul></div>Seth B