Disclaimer
All screenshots in the article were taken in the Dutch version of Yuki.
When you want to credit a sales invoice not sent from Yuki, you always have to manually create a new credit invoice.
A sales invoice created from Yuki and sent to your customer can be credited in Yuki in two ways. This depends on whether you want to credit the sales invoice in its entirety or only partially.
Credit sales invoice in its entirety
Open the sent sales invoice you want to credit in its entirety from Archive or Sales, then click on the Credit Invoice button. The total amounts of all sales items on the sales invoice will be credited.
The following screen is opened:
Yuki automatically adds the text “Credit invoice for invoice [invoice number]” to the subject of the invoice.
Partially credit sales invoice (one or more sales items)
Copy the sales invoice by opening it and then click on the Copy button
or create a new sales invoice, then put a minus sign in front of the price or quantity of one or more sales items you want to credit. The VAT amount of the credit invoice is automatically changed.
TIP!
You can also create some credit sales items in advance.
Yuki automatically adds the text 'Credit invoice for invoice [invoice number]' to the subject of the invoice.
In the opened credit invoice, click on the Next button to view a screen preview of the invoice. The text 'Credit Invoice' is added to the top left of the credit invoice.
ATTENTION!
The text 'Credit Invoice' will not be visible on the credit invoice if your company's logo is on the top left of the sales invoice. In that case, you need to move the logo on the invoice layout to the right.
The credit invoice can now be saved as an invoice to be sent (overview 'Invoices to be sent') or draft invoice (overview 'Draft invoices') by clicking on the Save button.
For a detailed description of how to create, send and handle a credit invoice, see article Create, send and handle credit invoice.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article