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Issue a credit

What this is for

Give the customer money back (or credit on account) against what you already billed — returns, pricing errors, or goodwill.

Concepts

Credits live on the customer. New Credit is like a reverse invoice: lines and amounts, then Save (draft) or Save & Publish.

A published credit can sit Available, then apply when you record a payment (credit balance is a payment method the product manages).

This is not Void on an invoice. Void cancels the whole invoice when the product still allows it. A credit keeps the invoice and reduces what they owe.

Vendor credits (Add Credit on a provider) are the buy-side twin — Issue a vendor credit. This job is customer credits.

Before you start

  • The customer exists. You usually already have an invoice.
  • A Billing POS exists.

Steps

  1. Open Clients → the customer → Credits (or Credits in the menu).
  2. Click the plus (Add Credit). You land on New Credit.
  3. Choose Billing POS and Date.
  4. Click Add Product. Enter Quantity, Product, Unit Price for what you are crediting.
  5. Click Save (draft) or Save & Publish.

What happens next

When you Record a payment, apply the credit toward open invoices.

If goods come back to stock: Return goods to the warehouse on the delivery, then credit the bill.

If something looks wrong

  • You are not able to create credit because you have no any Billing POS. Same as invoices — add a POS.
  • The credit does not reduce an invoice. Publish it, then apply it on New Payment (or leave it Available until you do).
  • You needed to cancel the whole invoice. Void an invoice when Void is on View Invoice, not a credit.