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How do I credit an invoice?

Create a credit note, or void or credit an invoice, and apply credit to a member's next invoice.

You can credit a member when they're owed a refund or have overpaid. There are two ways to do it: create a credit note, or void or credit an invoice that's wrong.

Create a credit note

  1. Go to Accounts >> Credit Notes and click Create New.
  2. Choose the Location and the Member.
  3. Set the Due Date, enter the Amount and add a Description, for example "Overpayment on September invoice".
  4. Click Submit.

A credit note reduces the total outstanding balance on the member's statement.

Void or credit an invoice

  1. Go to Accounts >> Invoices and find the invoice.
  2. Tick the box next to it. You can tick more than one.
  3. Under Bulk Actions, click Void / Credit, then Confirm.

What happens depends on the invoice:

  • The invoice has a payment on it: it's credited, and its status changes to Credited.
  • The invoice has no payment on it: it's voided, and its status changes to Voided. Voided invoices don't appear on the member's statement (Accounts >> Statements).
  • It's a debit order invoice: voiding it removes it from the debit batch, so the member won't be debited.

To void a single unpaid invoice, you can also click the ⋮ (Actions) menu next to it and choose Void Invoice, then click OK to confirm. See How do I cancel an invoice or issue a credit note?

Applying credit to a future invoice

Credit doesn't carry over to the member's other invoices on its own. To use it against their next invoice, edit that invoice and add a line item with the Item Type set to Discount and the credit as a negative Unit Price, for example -150. See How do I edit my invoices?