Credit an invoice

Create a credit invoice for a sent invoice and finalize it correctly.

Use a credit invoice when you need to reverse part or all of a sent invoice.

The credit invoice stays linked to the original invoice.

A sent invoice cannot be edited or deleted.

Create a credit invoice instead.

1

Open the invoice

Open the invoice you want to credit.

2

Create the credit invoice

Click Other in the top right.

Then select Credit.

3

Review the credit lines

OutSmart creates a linked credit invoice.

At this stage, you can still edit the lines and amounts.

4

Save your changes

Adjust the credit invoice if needed.

Then click Save.

5

Finalize the credit invoice

Choose E-mail to send it.

Choose Manual to mark it as sent without email.

Once the credit invoice is sent, it becomes final.

Other actions

Before the credit invoice is sent, you can still:

• export it as PDF
• delete it through Other
• change the lines for a partial credit

Frequently asked questions

Can I credit only part of an invoice?

Yes.

Edit the lines and amounts before you send the credit invoice.

What happens to the original invoice?

The original invoice stays in the system.

The credit invoice is linked to it.

Can I credit a credit invoice?

No.

Only regular invoices can be credited.

Related topics

• Create an invoice
• Register a transaction on an invoice
• View the invoice communication log