Crediting an Invoice

Crediting an invoice creates a credit invoice record. For more information about credit invoices, see Credit Invoices and Credit Invoice Fields.

Note: You cannot credit an invoice when the invoicing status is "Voided" and the credit status is "Fully Credited".

You can credit an invoice as follows:

  1. Go to the Invoices tab.
  2. In the list view, click the invoice you want to credit to go to its record page.
  3. From the action buttons at the top of the invoice's record page, click Credit Invoice. A new window opens.
  4. In the Credit Invoice Lines section, select the invoice lines you want to credit.
  5. In the Amount To Credit field, specify the amount you want to credit for each line.
  6. Click Credit Invoice Lines.
Tip:

Use the search box in the Credit Invoice Lines section to help you find the lines you are looking for.

Note:

If Order and Inventory Management – Accounting Connector is installed in your org, a sales credit note might be automatically created from the credit invoice. For more information, see Credit Invoices to Sales Credit Notes.