Purchase Credit Invoice

General

When a credit invoice is linked to a purchase order, it actually increases the order amount.

For example:

A purchase order for 100, a credit for 20

In this case, we will be able to link a charge invoice to the order up to an amount of 120.

If a charge invoice is linked for an amount lower than 120, for example 100, and the engagement has ended, then the order can be closed using the lock button in the order actions, which will automatically reduce the order to an amount of 80 in the case mentioned.

Of course, both invoices (the charge and the credit) will be posted in the company’s books.

Uploading a credit invoice

A credit invoice should be uploaded like any other invoice, with the amount entered as a negative.

Linking a credit invoice to an order

The order amount must be the amount payable after the credit. If the order was created with a different amount, it should be edited first.

The invoices should be linked to the order in the following order:

1. Credit invoice (credit amount)

2. Regular invoice (amount before the credit)

For example: if there is an invoice for 120 NIS and we received a credit of 20 NIS for it, we will enter them into the system as follows:

Order amount: 100, credit invoice amount: 20-, regular invoice amount: 120.

Please note: it is not possible to create an order with a negative amount and link only a credit invoice to it.

Please note: when linking a credit invoice, the amount linked to the order will be negative.

Linking a credit invoice to an order that has been fully linked

One way is to cancel the links and relink them as mentioned above.

Alternatively, click ‘Link Invoice’ on the credit invoice and scroll down to the line that says: “Click the orders to link”.

Click the magnifying glass on the left side, and then click the button: Include linked orders. The order will now appear in the list and can be linked as usual.

Please note: in the normal state, orders that are fully linked do not appear in the list of orders for linking.

Credit amount limitation

It is not possible to enter into the system an invoice that credits the entire order amount (example – for an order in the amount of 100 NIS, a credit invoice of up to 99 NIS can be linked). In this case, the invoice must be submitted for manual entry by bookkeeping**