The package recognizes the following 2 situations with credit invoices:
- You have created an invoice, but you discover that it is incorrect or unjustified and therefore decide to credit it.
- You have sent an invoice to a customer, who subsequently paid the invoice, but a few days later complains that the invoice was sent incorrectly and expects the paid amount to be credited back to his account. In this situation you will create a credit note within the package, which will have to be assigned to the refund via the bank.
Crediting an incorrectly created invoice
See the following invoice overview:
We see in the overview invoice 2023000080, which is the credit of invoice 2023000079, which was created incorrectly.
If we open invoice 2023000080, we see the following:
Duidelijk is aangegeven, dat factuur 2023000080 de creditering betreft van factuur 2023000079.
Je kunt ook vaststellen binnen het facturenoverzicht dat beide bedragen You can also determine within the invoice overview that both amounts €245.25 en and -€245.25 , tegen elkaar ' wegvallencancel out ' , het saldo van beide facturen samen is nl against each other, the balance of both invoices together is €0.00
Crediteren van een ten onrechte verstuurde en betaalde factuur
Zie het volgende facturenoverzicht:
Factuur 2023000084 is met een negatief bedrag gecreëerd en naar de klant gestuurd.
We hebben nu het betreffende bedrag van €100.00 terug overgeboekt op de rekening van de klant en verwerken de volgende banktransactie:
We wijzen de terugbetaling van €100.00 toe aan de betreffende creditfactuur.
Als we nu nogmaals de betreffende factuur zouden openen, zien we dat deze is voldaan:
Crediting an incorrectly sent and paid invoice
See the following invoice overview:
Invoice 2023000084 was created with a negative amount and sent to the customer.
We have now transferred the relevant amount of €100.00 back to the customer's account and are processing the following bank transaction:
We will allocate the refund of €100.00 to the relevant credit invoice.
If we were to open the invoice in question again, we would see that it has been paid:
