Can we create credit invoice?

💬 General Discussion
1

Dear All.

Can we create credit invoice ?

2

What do you mean by a credit invoice? What is your SuiteCRM version?

3

Hi.

i newly installed SuiteCRM 8.10.2.

A credit invoice is a document a seller sends to a buyer to reduce the amount owed on a previous bill.

It acts like a negative invoice and is often called a credit note or credit memo.

Why Businesses Use Credit Invoices

  • Corrections: Fix a pricing mistake or an overcharge on an original bill <>.

  • Returns: Show that a customer returned damaged or unwanted goods <>.

  • Refunds: Document money owed back to a buyer or credited to their account for future purchases

4

Hi nasir1978, it really depends on how Credit Invoice are managed in your Country fiscal system.

For instance you could add a dropdown field “invoice_type” with 2 values: {invoice => ‘Invoice’, ‘credit’ => ‘Credit’} and you can create a PDF Template to be used with Credit Invoices.

Anyway if you want to automatically print in PDF (or XML) an invoice based on its type, you need to do it via code.

Thanks to the custom dropdown field i mentioned it would be easy for you anyway to filter your invoices or to produce Reports about them.