Credit a project invoice

You can manually credit a project invoice. You use credit invoices, for example, if you have invoiced incorrectly. In that case, Profit creates a credit note based on the existing invoice. You can also use this procedure to credit a part of the project invoice.

If you also want to use the Output wizard to e-mail the credit invoices, you must have allowed this in the settings.

To manually credit a project invoice:

1. Go to: Projects / Invoicing / Invoices.
2. Select the invoice to be credited.

   You can select multiple invoices to be credited.

3. Click on the action: Credit.

   You now see a message that crediting an invoice only involves the financial settlement.

4. Click on: Yes. 

   Profit now credits the entire invoice and creates a new invoice line for this purpose.

5. Click on: OK. 
6. If you want to change the invoice, double-click on the newly created invoice line for the credit invoice. For example, if you want to credit a part of the project invoice.

In the view the credit invoice now appears with a negative amount and the Active status.

See also:

• Manually credit a subscription invoice