Credit Note
I need to edit a credit note for a client, how do I do that? I can issue a negative value invoice of course, but that will then still be an invoice, whereas I need it the document to be labelled "Credit Note". No info in the FAQ or the knowledge base, or I did not look well. Tx for any help.
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Support Staff 1 Posted by Seth B on 09 May, 2017 04:26 PM
Hi Christoffel,
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.
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.
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.
http://help.cashboardapp.com/kb/document-templates
- Seth
2 Posted by Christoffel Cou... on 09 May, 2017 07:06 PM
Can I break stuff if I try to create another template? I'll have to create
2 in fact, the "invoice_table_footer" will also need to be changed but it
doesn't look too daunting. If that doesn't work my invoices will still
work as normal, right?
Rgds - Chris
Support Staff 3 Posted by Seth B on 09 May, 2017 07:10 PM
If you create another one, follow these directions…
* Copy the text of html_invoice, and paste it into a new template
* 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.
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.
- Seth