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Description | |||||||||
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When crediting a an already paid invoice two options will be related to invoice payments have been made available:
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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 window will help setting choosing the credit note date and to decide about printing the credit note straight away or notif needed. | |||||||||
By moving to >>Payments we While on the >>Payments window we will 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:
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The credit note will have one separate booking:
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The payment information about the credited invoice, as seen on the customer file, will be displayed as follows:
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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:
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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 window will help setting choosing the credit note date and to decide about printing the credit note straight away or notif needed. | |||||||||
By moving to >>Payments we While on the >>Payments window we will choose the first second 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 later we can use those payments to pay for the new invoice. | |||||||||
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 won't be any payments attached to the credited invoice. The payments will appear as a prepayment in the original process the credited invoice was raised from. | |||||||||
The payment information about the credited invoice, as seen on the customer file, will be displayed as follows:
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The original payment will be attached to the original process. It will appear in the prepayment field. | |||||||||
The credited invoice will have one separate booking:
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The credit note will have one separate booking:
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Warnung | ||
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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. |
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