Alec Young Crediting cancels an Invoice, or part of it, while keeping a record. The original becomes a Credit Note, and credited Items return to the Auction’s Line Items so they can be billed again.
This guide covers crediting a whole Invoice, one Line Item, and the tax on an Invoice.
This guide has been rewritten to match the current Webtron Dashboard, including the new sidebar. It is a first draft, so wording and animations may still change.
Before you start
- Credit and Credit Tax are on Approved Invoices only. Credit Tax shows only when the Invoice carries tax.
- A single Line Item is credited from the Invoice’s Edit page.
- A credited Invoice can’t be edited any further.
- To find the Invoice, see Finding, Tracking and Annotating Invoices.
Crediting a whole Invoice
Each step has a short animation of the screen. Select a part in the bar under an animation to hold it there, then select Play to carry on. The red outline marks what to select next.
Step 1: Crediting the Invoice
- On the Approved Invoice’s row, select Credit.
- Check the Credit Note Display Date.
- Select Credit Invoice.
- A Credit Note, with CR in front of its number, replaces the Invoice.
Its Items return to the Line Items page. You can print the Credit Note or send it to the Buyer with Send To Buyer; both are optional.
Crediting one Line Item
Crediting a Line Item credits the Invoice and creates a new one without that Item. Line Items are credited one at a time.
Step 1: Crediting the Item
- On the Invoice’s Edit page, select Credit on the Item’s row.
- The Credit Single Line Item dialog explains what will happen. Select Credit.
Step 2: Saving the new Invoice
- A new Invoice opens without that Item. The original is credited.
- Select Save.
The last Line Item can’t be removed this way: the Dashboard says to credit the whole Invoice instead. The new Invoice is a Draft, so approve and send it again (see Generating, Sending and Printing Invoices).
Crediting tax
Credit Tax credits the tax on an Approved Invoice: on the Hammer, the Buyer’s Premium, the Charges, or all three. Use it when a Buyer turns out not to be liable for tax.
Step 1: Crediting the tax
- On the Approved Invoice’s row, select Credit Tax.
- Under Credit tax on, Hammer, Buyers Premium and Charges are all ticked. Untick any tax that should stay.
- Select Credit Tax.
- A Credit Note for the tax is added.
Good to know
Once an Invoice has been credited, it can’t be edited. To bill its Items again, add them to a new Invoice: see Creating Invoices from Unsold and Credited Items.
FAQs
Only Approved Invoices can be credited. A Draft or Awaiting Approval Invoice can be edited directly instead: see Editing Invoice Debtor Details, Content and Line Item Amounts.
No, one at a time. To credit every Item, credit the whole Invoice.
An Invoice must keep at least one Line Item. Credit the whole Invoice instead.
No, but its Items are back on the Line Items page: add them to a new Invoice. See Creating Invoices from Unsold and Credited Items.