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Credit Invoice

Updated
  1. Go to the invoice you want to credit via the section Invoice
  2. From Invoices, select the invoice to credit 

 

Or

  1. Go to the invoice you want to credit via the heading Accounts
  2. From Accounts, choose the account with the invoice
  3. On the account, go to the Invoice overview, and choose the invoice to credit

How to create a credit

  1. On the invoice overview press the Credit Invoice button
  2. Choose invoice lines to credit by checking the box next to it OR press the upper checkbox to pick all lines to credit
  3. Set the date for the credit invoice
  4. Press Create Credit (this will make a credit invoice draft)
  5. When the confirmation box pops up, press Yes to proceed
  6. Press Post to post the credit invoice

 

Please note: Younium is subscription management system, any changes or discount made to the order must be done on the order and the credit invoice will subsequently be created. Credit a invoice manually will not update the KPI:s under the insight section.

 

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