Credit a course invoice only

You can credit a course invoice.

The following conditions apply:

An invoice must have been created for the course event and the relevant participant.
Per participant, per course event, the Credit check box should be selected!
You can only create one credit note per invoice.
The amount to be credited is determined automatically and is the same as the amount invoiced previously.
If automatic course invoices are credited then they cannot be processed a second time by automatic invoicing. Enter the invoices again manually by selecting CRM / Course management / Invoicing / Invoices.
You can only e-mail credit invoices in bulk if you have configured this.

To credit, e-mail and print course invoices automatically and save them in a dossier:

Go to: CRM / Course management / Invoicing / Credit.
If required, enter a value for Administration.
Select a value for Invoice date.
Do not select the Start output wizard upon completion check box.
Note:

The credit invoices will now be created immediately but they will not be issued via the Output wizard. Because there is a record of a credit invoice created for the participants, these participants will no longer be visible in the Credit function. You can still issue the credit invoices manually using the Course invoices view.
Click on: Next.
Select the lines you want to credit.
Click on: Finish.
Note:

If you leave the window without crediting, your selection will be retained. When you start this component the next time, the lines selected will still be marked for automatic crediting.