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 fees.

NB: 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. Go to your customer's Assets tab and click on the buttonAdd a credit note(see article "Access the menu of a contact's assets")
  
  
• 2. At the level of the invoice to be cancelled, click on the buttonLink to having it
  
  The buttonin question is gray and the amount of the invoice to be cancelled is automatically marked in the lower part of the window
  
  
• 3. Complete the information of your credit note (amount HT of 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")

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