Credit Note

Christoffel Couck's Avatar

Christoffel Couck

09 May, 2017 11:32 AM

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.

  1. Support Staff 1 Posted by Seth B on 09 May, 2017 04:26 PM

    Seth B's Avatar

    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.

    - Seth

  2. 2 Posted by Christoffel Cou... on 09 May, 2017 07:06 PM

    Christoffel Couck's Avatar

    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

  3. Support Staff 3 Posted by Seth B on 09 May, 2017 07:10 PM

    Seth B's Avatar

    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

  4. 4 Posted by Christoffel Cou... on 10 Aug, 2017 07:56 AM

    Christoffel Couck's Avatar

    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?

    Rgds - Chris

  5. Support Staff 5 Posted by Seth B on 11 Aug, 2017 01:20 PM

    Seth B's Avatar

    Hi Cristoffel,

    What's your template named? Did you name it "html_invoice_credit"? Doing so
    doesn't create a new entry under the "create" button — rather it allows you
    to create an invoice and use that template.

    As I think I mentioned, we don't support "credit notes" as a first class
    object / document inside Cashboard, so this is just a workaround. Not
    enough of our customers have requested that to make it a feature priority.

    - Seth

  6. 6 Posted by Christoffel Cou... on 12 Sep, 2017 06:51 AM

    Christoffel Couck's Avatar

    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

  7. Support Staff 7 Posted by Seth B on 12 Sep, 2017 02:57 PM

    Seth B's Avatar

    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".

    - Seth

  8. Christoffel Couck closed this discussion on 25 Dec, 2017 12:09 PM.

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