Create a credit invoice

A credit invoice, or credit note, is a statement detailing a refund or credit to an invoice. For example, you may issue a credit invoice if a customer asks for a refund or if you decide to give a customer a credit for any reason.

This procedure requires access to the VOGSY back office. To access back office applications you must have the Support staff role.

To create a credit invoice, do the following:

  1. Go to the Draft invoices back office application and click the + Add button.

  2. Fill out the Create draft invoice form. Most likely you will enter a negative value in the Amount field as a credit or refund for the customer.

  3. Click Save.