Create a sales credit note from an invoice

Idea suggested by Adrian Bhagat 1 month ago

Due to cancelling an event, I need to refund multiple customers for the invoices they have paid. To do this I have to find their invoices, create a credit note for that customer and then replicate the item lines from the invoice in the credit note. It would be much quicker and less error prone if a credit note could be automatically created with the same details as a paid invoice. It would be even better if I could do this for multiple invoices at once by ticking them in the invoice list and press a button to create credit notes for each of them.

Thanks for your consideration.

2 Replies

Hi Adrian

There is an option for unpaid invoices which will create a credit note with the same line items as the original invoice. https://support.clearbooks.co.uk/support/solutions/articles/33000203221-how-to-create-a-sales-credit-note-directly-from-an-invoice

However, you mentioned that these invoices have already been paid by your customers. For paid invoices, you can use the copy function and enter a negative sign before each unit price on the copy. This will create an unpaid "sales refund" with the same line items as the original paid invoice.

Hi. Thanks for that. I will give it a go.

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