With the renewed register, some of the terminology has changed. What used to be called an invoice in the register is really just a sale: a record of what a customer purchased and paid for. That is why it is now called a sale. A real invoice still exists, but it is now a separate, formal document that you deliberately issue via Issue invoice when a customer or business asks for one (with an address on it, for example). In short: what you used to find as an "invoice" in the register, you now find as a sale.
Crediting also works differently now: instead of going back into the register with negative amounts, you credit the sale directly via the Credit sale button.
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. Crediting creates a credit note: an invoice with a negative amount.
Please note: in the new system you can no longer delete a completed sale. Want to reverse a sale? Then you either credit it (for a paid sale) or cancel it (for an outstanding sale). Read more about:
Crediting the whole sale
Crediting part of the sale
Crediting an outstanding sale
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 will only see this option when:
(part of) the sale has already been paid — there must be at least one payment;
no gift card or prepaid card was used on the sale.
Don't see the option? Then the sale probably hasn't been paid yet. See Crediting an outstanding sale.
The credit screen
After you click Credit sale, the credit screen opens. At the top you see the customer and sale details. Under Credit method you choose how you credit:
Credit item — you get an overview of all the items on the sale. By default they are all selected. Deselect the items you do not want to credit. At the bottom you see the total that will be credited.
Credit amount — instead of crediting per item, you enter a specific amount you want to refund here.
Under available to credit you see the maximum amount you can credit. This equals the amount that has already been paid on the sale; you can never credit more than has been paid.
Then choose a Credit method: the way you return the money to the customer (Cash, Debit, Bank, Creditcard or Coupon). Is this a correction? Then 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 crediting creates a credit invoice (an invoice with a negative amount).
Is there only a receipt for the sale? Then crediting creates a correction receipt.
Does a sale have both a receipt and an invoice? Then the invoice takes priority and you get a credit invoice. You can find the credit document afterwards on the sale under Documents.
Crediting the whole sale
In the register, go to the sale you want to credit and click Credit sale in the details.
Under Credit item, leave all items selected (or choose Credit amount and enter the full amount).
Under Credit method, 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.
Crediting part of the sale
In the register, go to the sale you want to credit and click Credit sale in the details.
Choose Credit item and deselect the items you do not want to credit. Want to credit a different amount instead of whole items? Then choose Credit amount and enter the partial amount.
Under Credit method, choose how you return the amount to the customer.
Click Save.
You can credit individual items of any type, for example a service or a product. Is Stock management enabled for a credited product? Then Salonized automatically updates your stock and the product is returned to inventory.
Crediting an outstanding sale
Please note! For an outstanding (not yet paid) sale, you will not see the Credit sale option. That is because nothing has been paid yet that you could refund.
Still want to credit the sale? Then complete the payment of the outstanding sale first. After that, the Credit sale option appears.
Was the sale created by mistake and nothing needs to be paid? Then use Cancel sale to reverse it. Canceled sales remain visible in your sales list and are included in your reports.
Is a sale partly paid and partly outstanding? Then you can credit it, but only via Credit amount and up to a maximum of the amount already paid.
Do you still have an old "Classic" invoice from before the new register? Then you will still see the Create credit invoice button on that invoice, which works the old way.