Crediting/Removing Line Items from an Invoice

Can’t see the Tutorial Video for this guide? Click the following link to open the tutorial video on YouTube – https://www.youtube.com/watch?v=oHi0R3K73Ss&list=PLw8RuwC1CKuoF3H2Mwhew81nu9EhVqrVp&index=11

This guide covers the process of removing/crediting a Line Item from an Invoice, and Crediting an entire Invoice. It may be necessary for an Item to be removed, in this case Credited, from an Invoice or for an entire Invoice to be credited, this process is also essential if you are intending to add a credited Item(s) to a new Invoice.

The two processes of Crediting Line Items and Crediting Invoices differ slightly, so this guide will cover both separately. If an Invoice has only one Line Item to begin with or just one Line Item remaining, the entire Invoice must be credited.

Crediting Line Items

As a quick reminder, Crediting a Line Item will remove it from it’s assigned Invoice and return that Item to the Line Items menu. Line Items also cannot be credited in bulk, only one-at-a-time. To begin the process, open the Invoicing menu and follow the steps detailed below:

Step 1 – Once you have opened the Invoicing menu, look to the right of the Generated Invoices table, under the Actions column, click the blue Edit button.

Step 2 – Once the Edit Invoice menu loads, scroll down until the Line Items list is in view, each Line Item houses two blue buttons on the right-hand side of the page, Edit Amounts and Credit. Click the blue Credit button, the Dashboard will now bring up the Credit Single Line Item panel and ask you to Credit the Invoice. Click the blue Credit button at the bottom of the panel to proceed.

Step 3 – The Dashboard will now create a preserved Credited copy of the original Invoice and pull you through to the Edit Invoices page of a new Editable copy of that Invoice. The Item you chose to Credit will now be gone from the Line Items list for that Invoice. Click the green Save button at the top or bottom of the Edit Invoice menu to save your changes and return to the Invoicing page.

The next Guide covers fully crediting an Invoice, as this requires crediting all but 1 Items from an Invoice, then Crediting the Invoice itself from the Invoicing menu.