Crediting an invoice in Workshop Software allows you to reverse or adjust a previously completed invoice. This is useful when a customer returns a part, when work needs to be amended, or when a billing correction is required. The credit is recorded against the original invoice for accurate financial tracking. Follow the steps below to apply a credit.
If a customer wants to make pre-payment then a credit invoice can be created so that you can allocate this towards an invoice later down the track. 1. Click on the ‘+’ icon located next to the main search bar in Workshop Software and select ‘Supplier Invoice’ from the dropdown box.
2. Search for the Supplier using the search field at the top right of the page and double click on the correct search result you are looking for.
3. Enter in the invoice details; ensure that your select ‘Credit’ from the ‘Invoice Type’ dropdown menu.
4. Click on the blue ‘Process’ button located on the bottom right hand corner of the page to finalise the invoice:
5. The supplier will now have an unapplied credit for the amount of the invoice noted on it’s profile:
Good to Know
- You can search for a supplier by name or account number using the search bar at the top of the suppliers page.
- Double-check the details on your invoice before finalising to ensure accuracy for your customer and your records.
Frequently Asked Questions
Does a credit note sync to my accounting system?
If you have an accounting integration enabled (such as Xero, MYOB, or QuickBooks), the credit will sync to your accounting system on the next sync cycle, keeping both systems in balance.
Can I undo this change to the invoice?
You can update the invoice again by following the same steps. If the invoice has already been finalised or synced to your accounting system, contact your administrator about the best approach.
Will this affect existing supplier invoices or purchase orders?
Changes to supplier details apply going forward. Existing supplier invoices and purchase orders retain the information that was recorded at the time they were created.
Related Articles
- Applying a Supplier or Customer Credit
- How do I record a supplier refund
- How to record a customer credit