{"id":5798,"date":"2018-05-25T16:29:59","date_gmt":"2018-05-25T13:29:59","guid":{"rendered":"http:\/\/support.simplbooks.lt\/en\/?post_type=ht_kb&#038;p=5798"},"modified":"2025-05-30T13:09:48","modified_gmt":"2025-05-30T10:09:48","slug":"creating-credit-invoices","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.lt\/en\/vartotojo-vadovai\/creating-credit-invoices\/","title":{"rendered":"Creating credit invoices"},"content":{"rendered":"<p>A credit invoice can be created similarly to a purchase invoice and a sales invoice.\u00a0 In this example, we will demonstrate the crediting process using the example of a purchase invoice.<\/p>\n<p>1. Find the invoice you want to credit, open it and select &#8220;Create credit invoice&#8221; in the action button<\/p>\n<p><a href=\"http:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-Credit1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-15863 size-full\" src=\"http:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-Credit1.png\" alt=\"\" width=\"1857\" height=\"663\" srcset=\"https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-Credit1.png 1857w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-Credit1-300x107.png 300w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-Credit1-1024x366.png 1024w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-Credit1-768x274.png 768w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-Credit1-50x18.png 50w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-Credit1-1536x548.png 1536w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-Credit1-920x328.png 920w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-Credit1-600x214.png 600w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-Credit1-320x114.png 320w\" sizes=\"auto, (max-width: 1857px) 100vw, 1857px\" \/><\/a><\/p>\n<p>2. The system enters all the necessary details automatically (except invoice number). By default, a credit invoice is generated in the same way as a regular invoice, only sum are negative. To make a partial credit, adjust the quantity or the amount (remember that the amount must be negative). Save by clicking on the &#8220;Save purchase invoice&#8221; button<\/p>\n<p><a href=\"http:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-CREdit2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-15867 size-full\" src=\"http:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-CREdit2.png\" alt=\"\" width=\"1875\" height=\"756\" srcset=\"https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-CREdit2.png 1875w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-CREdit2-300x121.png 300w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-CREdit2-1024x413.png 1024w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-CREdit2-768x310.png 768w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-CREdit2-50x20.png 50w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-CREdit2-1536x619.png 1536w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-CREdit2-920x371.png 920w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-CREdit2-600x242.png 600w, https:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-CREdit2-320x129.png 320w\" sizes=\"auto, (max-width: 1875px) 100vw, 1875px\" \/><\/a><\/p>\n<p>After saving the invoice, a window will pop up asking if you want to offset the invoice against the credit account &#8211; click &#8220;Yes&#8221;. If you have set up an offsetting account in your settings, the purchase account and the credit account will be automatically linked.<\/p>\n<p>P.S. The manual on how to offset a sales invoice against its credit invoice can be found here:<br \/>\n<a href=\"http:\/\/support.simplbooks.lt\/en\/kasutusjuhendid\/marking-credit-invoice-as-paid\/\">Marking credit invoice as paid<\/a>.<\/p>\n","protected":false},"author":332,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[],"ht_kb_tag":[],"class_list":["post-5798","ht_kb","type-ht_kb","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/5798","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/users\/332"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/comments?post=5798"}],"version-history":[{"count":4,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/5798\/revisions"}],"predecessor-version":[{"id":15871,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb\/5798\/revisions\/15871"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/media?parent=5798"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_category?post=5798"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.lt\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=5798"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}