Credit an existing invoice

1. Find jobs for invoicing.
2. Double-click the job to have its invoice credited. A warning is given as an invoice already exists for the selected job.
3. Click OK to open the INVOICE—EditInvoice Form screen, displaying the previous invoices for the job, and the list of samples in the job.
4. Select the invoice to be credited in the Previous invoices section.
5. Select Credit existing.
6. Click OK to load the Invoice credit screen.

   • If the CreditNotesSummarised Invoice program setting is enabled, credit notes are produced in a summarised format.

7. Select the Template to be used to create the credit note.

   • If the CreditNoteTemplate Invoice program setting defines the Template file to be used.

8. Enter the name of the Output file.
9. Click OK to create a credit note and enters the credit details in the Invoice tables.
10. Save the credit note report.

    • InvUDF.VBS is a VBScript file located in the folder defined by the ConfigDirectory GLOBAL setting.

      • If the BeforeSaveInvoice subroutine exists in InvUDF.VBS, it is invoked before the credit note report is saved.