Credit notes in SwiftlyBooks

Correct an invoice

1. Press Credit note on the invoice. Or press New credit note, choose the customer, then the Invoice or receipt it corrects.
2. It starts as a copy of the invoice: change the lines to what is credited.
3. Give the Reason, such as six bags returned damaged, then press Approve.

Correct a sales receipt

1. Press Credit note on the receipt, or choose it under Invoice or receipt it corrects.
2. It starts as a copy of the receipt, with VAT in its prices as the till's were.
3. For a walk-in sale, choose the Customer the credit is for.
4. Change the lines to what comes back, give the Reason, then press Approve.

Where the credit goes

• It comes off what the invoice still owes first.
• A sales receipt was paid on the spot, so all of a credit note on one is the customer's credit.
• Whatever is left waits as the customer's credit, for their next invoice.
• To pay it back instead, press Refund on the credit note, choose the wallet it is Paid from, and press Pay it back.
• For credit that corrects no invoice, choose None: credit to use later.

Good to know

• A fiscalised invoice or receipt changes only through a credit note, or on an invoice a debit note, and the note is fiscalised as it is approved.
• A credit note is in the currency of the invoice or receipt it corrects.
• Credit used on the wrong invoice is taken back on that invoice: press Take back under Credit used.

Related

• Invoices
• Sales receipts
• Debit notes
• Payments received
• Customers