Purchase Credit Invoice

5 min read

General

When a credit invoice is linked to a purchase order, it effectively increases the amount the order can be charged against.

For example:

A purchase order for 100 and a credit of 20.

In this case, we can link a charge invoice to the order for up to 120.

If a charge invoice is linked for less than 120 — say 100 — and the engagement has ended, the order can be closed using the lock button in the order actions. In the example above, this automatically reduces the order to 80.

Naturally, both invoices (the charge and the credit) are recorded in the company’s books.

Uploading a credit invoice

Upload a credit invoice like any other invoice, entering the amount as a negative.

Linking a credit invoice to an order

The order amount must be the amount payable after the credit. If the order was created with a different amount, edit it first.

Link the invoices to the order in the following order:

  1. Credit invoice (the credit amount)

  2. Regular invoice (the amount before the credit)

For example: if you have an invoice for 120 NIS and received a 20 NIS credit against it, enter them in the system as follows:

Order amount: 100; credit invoice amount: -20; regular invoice amount: 120.

Please note: you cannot create an order with a negative amount and link only a credit invoice to it.

Please note: when you link a credit invoice, the amount linked to the order will be negative.

Linking a credit invoice to an order that has been fully linked

One option is to cancel the existing links and relink them as described above.

Alternatively, click ‘Link Invoice’ on the credit invoice and scroll down to the line that reads: “Click the orders to link”.

Click the magnifying glass on the left, then click the “Include linked orders” button. The order will now appear in the list and can be linked as usual.

Please note: normally, orders that are fully linked do not appear in the list of orders available for linking.

Credit amount limitation

You cannot enter an invoice that credits the entire order amount (for example, for an order of 100 NIS you can link a credit invoice of up to 99 NIS). In such a case, the invoice must be submitted to bookkeeping for manual entry**