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We have lately changed, release 4.9 or later, the way paid invoices can be credited. If you want to credit a closed (paid in full) invoice please proceed as follows:



Description

When crediting a paid invoice two options will be made available:

  • (1) payments will be kept at the credited invoice for later refund,
  • (2) keep payments with the process as a prepayment for a new invoice.


Let's start with the example for option (1) - payments will be kept at the credited invoice for later refund

The invoice has already been closed (the customer paid cash) but we need to raise a credit note.

The >>General settings help setting the credit note date and to decide about printing the credit note straight away or not.

By moving to >>Payments we choose the first option - "payments will be kept at the credited invoice for later refund".

This simply means that payments will remain attached to the credited invoice and that we can refund them any time later.


After crediting the invoice the status of the credited invoice will change to "Credited". The second entry with the status "Credit" will be the credit note.

Please note that there will be a - £200.00 payment still attached to the credited invoice.

This is the original payment you can now refund the customer with.

The credited invoice will have two separate bookings:

  • the original payment - now ready to be refunded to the customer,
  • the clearing invoice booking for the credited invoice.

The credit note will have one separate booking:

  • the clearing invoice booking for the credit note.

The payment information about the credited invoice, as seen on the customer file, will be displayed as follows:

  • as the customer has already paid the whole amount there will be no outstanding payment displayed in the >>Payment field,
  • the refund amount will be seen in the yellow box, "To be paid - £200.00", you'd need to place your mouse cursor over the invoice in order to see it.

To refund (cancel) the payment please go to the >>Pay button on the invoice overview page, mark the original payment(s) and press the Cancel button.

The result will be an additional booking entry on your payment overview page, the bottom entry in our example.

The payment information about the credited invoice, as seen on the customer file, will be displayed as follows:

  • there will be no changes to the >>Payment field,
  • as a result of the payment cancellation the refund amount will disappear from the yellow box, "To be paid"  will equal £0.00.

The example for option (2) - keep payments with the process as a prepayment for a new invoice.

The invoice has already been closed (the customer paid cash) but we need to raise a credit note.

The >>General settings help setting the credit note date and to decide about printing the credit note straight away or not.

By moving to >>Payments we choose the first option - "keep payments with the process as a prepayment for a new invoice".

This simply means that payments will remain attached to the invoiced process and that we can use those payments to pay for the new invoice.





Warnung
titleAchtung

Möchten Sie die Auszahlung unabhängig der Einzahlung ausgeben (geht nur bei Bar als EC bzw. EC als Bar), muss dies vor dem eigentlichen Storno in den Filialketten (1) aktiviert werden (Filialverwaltung → Filialkette → Zahlungen) über die Option 'Zeige Storno Optionsdialog für Bar/EC-Zahlungen'. Starten Sie nach dem speichern AMPAREX neu.



Hinweis
titleHinweis

Soll auf der stornierten Rechnung der Hinweis STORNIERT erscheinen, muss an der entsprechenden Dokumentvorlage in den Stammdaten das 'Wasserzeichen Storno' als Hintergrundbild hinterlegt sein.