Create a credit note to cancel a provision invoice

The assets (or credit notes) will allow you to cancel an invoice in whole or in part. It is possible to make a credit note to cancel abill for provision.

NB: Be careful, creating an invoice to manage an invoice that will bear an accounting number. This number will be assigned automatically by following your invoice number.

1. 1. 1. Open the proforma editor to have it:
   
   
1. Method 1:Going through the billing table
   
   
1. a) Go to the billing table (accessible via the menu on the left in Billing > Invoices, or via the "Billing" tabs on the contact or folder)
   
   
2. (b) Click on the buttonEdit(grey button with three small dots) to the right of the invoice to be cancelled, and select the optionCancel by credit
   
   
   
   ↠the publisher proformed that credit has opened and the invoice to be cancelled is already elected
   
   
   
   

1. Method 2:Via the customer's profile
   
   
1. a) Go to your client's Assets tab and click on the Add Credit button (see article "Access the menu of a contact's assets")
   
   
2. b) In the proforma editor to have it, click the buttonCancelat the level of the provision to be cancelled
   
   
   
   
1. 2. Change if necessary the information of the credit (billing contact, notes...), then click on the buttonManaging proforma
   

As with the fee invoice the document will open in a new tab of the internet browser

You will then find your credit in "Proforma" status in the Assets tab of your client:

• 4. Validate it (see article "Validate a credit note")

• Related Articles

• Create a credit note to completely cancel a fee invoice

  The assets (or credit notes) will allow you to cancel an invoice in whole or in part. NB: Be careful, creating an invoice to manage an invoice that will bear an accounting number. This number will be assigned automatically by following your invoice ...

• Create a partial credit on a fully paid invoice

  Attention: Partial assets can only be made on partially paid invoices. To create a partial credit on a fully paid invoice, it is first appropriate toamend the associated regulations, then make the partial asset. Amend the regulations associated with ...

• Validate a credit note

  You can validate your credit note from the Customer's Equity tab (1), or from one of the billing tables (for example, the one available in the Billing tab of the contact) (2). If the credit relates to a fee invoice, it will be possible to release the ...

• Create a partial credit on a fee invoice

  Caution: It is only possible to make a partial credit on invoices on which a regulation has been registered. The assets (or credit notes) will allow you to cancel an invoice in whole or in part. It is possible to make a partial credit on ainvoice of ...

• Create and use a provision

  a provision is created from the customer record and then assigned to one or more files. If you don't see the tabProvisions, it is necessary topass the contact form to customer sheet. 1. 1. Creating a provision To create your provision, on your ...