Admins or Finance Admins can now issue credit notes for specific line items on invoices, rather than having to credit the full invoice or full outstanding balances. Read about crediting full invoice amounts here.
What you can do
Credit one or more specific line items on an invoice
Enter custom credit amounts per line (e.g. £20 on Line A, £5 on Line B)
See how much has already been credited and what’s still remaining
Create a single credit note containing all selected credits
You cannot credit more than the remaining amount on any line item. If you attempt to do this, you will see an error message.
How it works
Find the invoice for which you wish to issue credit
Click "Credit invoice"
Click "Credit specific line items"
Enter the amount you wish to credit per line item
Click "Save"
A compiled credit note will be created and linked to the invoice, and the invoice's outstanding balance will be adjusted accordingly
Note: When you credit a line item that has tax, the credit automatically splits between “before tax” and “tax” in the same proportion as the original. You don’t need to calculate this; the system does it for you.
Image: Example of crediting-by-line-item effect
