Home Forums Support credit note

This topic contains 24 replies, has 6 voices, and was last updated by  Yoal Madriz 1 month, 1 week ago.

Viewing 25 posts - 1 through 25 (of 25 total)
  • Author
    Posts
  • #5495

    ssstofff
    Participant

    Hello

    I need to make a Credit Note, but I don’t see how to do that.
    See screenshot: http://screenshot.s.emp.re/3V31053S1t3k

    1/ I entered a credit amount of 40 euro’s
    2/ I can only apply this credit note on an existing invoice, but I need a ‘stand-alone’ Credit Note as I need to credit something from last year, where invoices where made in a different application
    3/ Also, the amount mentioned is again the invoice amount and not anymore the credit amount previously set, or is this just the invoice price set illustratively? Or do I need to set the credit amount of 45 euros again?
    4/ Can I not make a Credit Note like an invoice with a product I want to Credit? As such I know too 45 euro is the netto price withouht the VAT calculated that will be added automatically (like an invoice).

    Thx a lot,
    Kristof

    #5496

    Hillel Coren
    Keymaster

    We don’t support creating ‘credit invoices’, you can create credits which can be used to create invoice payments.

    #5497

    ssstofff
    Participant

    Not supporting Credit Notes?

    That was even a thing I didn’t checked before starting your application as this is a default thing in accountancy.

    So it is totally not possible to make a credit note? If yes, how can this be a fully valuable invoicing system?

    Thx a lot,
    Kristof

    #5498

    Hillel Coren
    Keymaster

    You may be able to create a negative invoice, I’m not sure if it will suit your needs though.

    #5499

    ssstofff
    Participant

    Hi

    In a lot of accountability legal systems (like the Belgian one), credit notes and thus also their credit VAT’s have a separate account to book. A negative VAT due a negative invoice is seen rather as a suspicious action.

    That should become a default thing as I planned to promote your product here to my several customers. But due this, rather a complete no-go.

    Any quick plans to add this?

    Regards,
    Kristof

    #5500

    Hillel Coren
    Keymaster

    Sorry, we don’t have immediate plans to add this.

    Does creating a negative invoice work, we may be able to implement a solution using a custom design.

    #5501

    ssstofff
    Participant

    A custom layout would work … but a credit note (or negative invoice) needs it’s own numbering sequence too.

    #5502

    Hillel Coren
    Keymaster

    Ok, we’ll keep it in mind for the future.

    Maybe for now you could manually track the number sequence?

    #5503

    ssstofff
    Participant

    How to manually track? If I make an negative invoice, it will get for example number 16, following on number 15.

    If I then make a new normal invoice it will get number 17, and this following on number 15. Right?

    In whole EU is separate Credit Note an obligation. This would help your product a lot (which is great)! 🙂

    #5504

    Hillel Coren
    Keymaster

    You’d need to manually change the invoice number for the credit to 1 and then fix the invoice number counter.

    Not saying this is a good solution, just trying to find a workaround…

    #5505

    ssstofff
    Participant

    Yes, I see. Will try to do as such.

    Would be great to see the Credit Note option soon. Even want to support if u need.

    #7496

    mmmichael
    Participant

    Hello,

    nice discussion! I want to underline that “credit notes with VAT values” ist very important in Germany/EU!
    Without this feature this great piece of software is not usable, If you want to have an perfect workflow.

    Thanks,
    Michael

    #7500

    Hillel Coren
    Keymaster

    @mmmichael, can you explain what you mean?

    Have you tried creating a negative invoice, it seems like the only piece we’re missing is having an auto-increment counter for the credit notes.

    #7502

    mmmichael
    Participant

    It looks great! I did’nt know that the subject “credit note” appears after entering negativ values.

    thanks for the fast response!

    #15925

    tuxy
    Participant

    Hi follow this discussion!
    After testing Invoice Ninja, regrettable there is no option creating Credit Invoices.
    So like other people says, it is basic required in accounting software in the EU!!!

    Hope this adding very soon!

    Maybe a first request for helping workflow: if admin creating a negative invoice (credit invoice) => So admin can change the name manually from ‘Invoice’ to ‘Credit Note’.

    It is a first step, and hoping a starting point for adding a full option in the dashboard for making ‘Credit Notes’ … :-/

    #15926

    Hillel Coren
    Keymaster

    The app supports credit notes, if you create a negative invoice it’s shown as a credit note.

    You can enable a separate credit number counter on Settings > Invoice Settings.

    Is anything missing?

    #15928

    tuxy
    Participant

    Oh okay.
    Sorry about that, i try this method in the next days.

    My apologies!

    • This reply was modified 3 months, 4 weeks ago by  tuxy.
    #15930

    Hillel Coren
    Keymaster

    No worries, let us know if it needs any changes once you’ve tried it.

    #15931

    tuxy
    Participant

    Okay, thx 😉

    #15947

    tuxy
    Participant

    Hi Hillel Coren,

    I tested with negative values and it works great, for making credit notes 🙂

    #15948

    Hillel Coren
    Keymaster

    Great to hear, thanks for letting us know!

    #15949

    tuxy
    Participant

    No problem 😊

    #16641

    beamer
    Participant

    Hi,
    Just a suggestion for future development.

    Most of the times I use a credit note for order cancellations.

    Would be nice to automate it further. Now I have to copy the ‘previous’ invoice and add a minus sign for each invoice entry.

    Would be nice if one could select ‘Credit note’ in the Invoices screen which auto generates the invoice with a minus for every invoice entry.

    #16643

    Hillel Coren
    Keymaster

    Thanks for the suggestion!

    #16835

    Yoal Madriz
    Participant

    Hi Beamer;

    I was able to automate that as you mentioned, I modified the clone functionality to put a minus sign in front of the quantity on each line item, may not work for all cases since it is assuming that all clones are credit notes, but it does the work for invoice cancellations which is why usually people does clone invoices in my case.

    You can do this in InvoiceController.php around line 100 in the “if ($clone)” statement, just add a for loop there for the items and the logic and voila!.

    Hope that helps.

    Yoal.

Viewing 25 posts - 1 through 25 (of 25 total)

You must be logged in to reply to this topic.

Posted in: