With the renewed register, some of the terminology has changed. What used to be called an invoice in the register is really a sale: a record of what a customer bought and paid for. A real invoice still exists — you create one deliberately via 'Issue invoice', for example when a customer or business asks for one.
You credit a sale when (part of) the paid amount has to go back to the customer, for example when you take a product back. You do this directly from the sale, via the 'Credit sale' action.
You can't simply delete a completed sale anymore — credit it instead. Read on to see how.
Where do I find 'Credit sale'?
Go to Register > Sales and click the relevant sale to open its details. Then click the 'Credit sale' action.
You'll only see this action when the sale has been completed — so it's no longer open in the register — and no gift card or prepaid card was used on it.
Don't see the action? See How do I credit an outstanding sale? below.
What do I see on the credit screen?
After you click 'Credit sale', the credit screen opens. At the top you'll see the customer and sale details.
Below that is a list of all the items on the sale, each with a checkbox. By default they're all selected; deselect the items you don't want to credit. At the bottom you'll see the total that'll be credited.
Under available to credit you'll see the maximum amount you can credit: the amount already paid on the sale. You can never credit more than has actually been paid, even if you select items worth more.
Then choose how you return the money to the customer (Cash, Debit, Bank, Creditcard or Coupon). Is this a correction? Choose the same method as the original payment.
Finally, click 'Save' to create the credit.
Credit invoice or correction receipt?
What gets created depends on the document that belongs to the original sale:
Was an invoice issued for the sale? Then the app creates a credit invoice when you credit it (an invoice with a negative amount).
Is there only a receipt for the sale? Then the app creates a correction receipt when you credit it.
Does a sale have both a receipt and an invoice? Then the invoice takes priority and you get a credit invoice. You'll find the credit document afterwards on the sale, under Documents.
How do I credit the whole sale?
In the register, go to the sale you want to credit and click 'Credit sale' in the details.
Leave all items selected.
Choose how you return the money to the customer. For a correction: the same method as the original payment.
Click 'Save'. The full amount is refunded.
How do I credit part of a sale?
In the register, go to the sale you want to credit and click 'Credit sale' in the details.
Deselect the items you don't want to credit.
Choose how you return the amount to the customer.
Click 'Save'.
You can credit individual items of any type, like a service or a product. Is 'Stock management' switched on for a credited product? Then the app automatically updates your stock.
How do I credit an outstanding sale?
Please note: as long as a sale is still open in the register — so not yet completed — you won't see the 'Credit sale' action.
Still want to credit it? Complete the payment first. The 'Credit sale' action then appears.
Was the sale created by mistake, with nothing to pay? Delete it using the 'Delete' action on the sale.
Is a sale already completed but not yet fully paid? Then you credit it the same way — select the items involved. You never credit more than has actually been paid; if nothing's been paid yet, nothing gets refunded.