Option 2.<\/strong> If the credited sales invoice has been paid<\/strong> (invoice status: paid) and the payment has been made in the bank\/cash register on the basis of the credit invoice.<\/p>\n Option 3.<\/strong> If the sales invoice is not paid<\/strong> and no refund has been made in the bank on the basis of the credit<\/strong> invoice<\/strong> created for it. That means no money has actually been moved.<\/p>\n More detailed:<\/p>\n For option 1 :<\/strong>\u00a0 open the desired purchase invoice, click \u201cactions\u201d \u2013 \u201cCreate credit account\u201d \u2013 the new invoice window will open.<\/p>\n After entering and saving the credit invoice (with a minus sign), a window will pop up with the question \u201cShould the account be offset with the credit account?\u201d \u2013 click \u201cYes.\u201d If you have entered the Offset account in the settings, the purchase account and credit account will be offset automatically. Read more about this method here<\/a>.<\/p>\n For option 2: <\/strong>Open the selected credit invoice by clicking on the invoice line. Click “Mark as paid”<\/p>\n You must select on the next page the bank account in the \u201cAccount\/Cash register\u201d field from which the credit invoice was paid or create a new payment (this method is the same as regular invoice payment). Set the date when the credit invoice was paid. Click “Save”<\/p>\n For option 3<\/strong> you must select \u201cOffsets\u201d in the \u201cAccount\/Cash register\u201d field. Set the same date as is set as the date of the credited invoice.<\/p>\n In the Expenses section, create a new payment, select \u201cOffset account\u201d (see explanation below), enter the amount with a minus sign, click \u201cSave\u201d and offset with credit Invoice or select \u201cMark as paid\u201d in the invoice, select \u201cExisting payment,\u201d and check \u201cOffset account\u201d, click “Save”<\/p>\n In the same way, make a \u201cpayment\u201d via the Offset account to the regular account. This will offset both accounts.<\/p>\n![\"\"](\"http:\/\/support.simplbooks.lt\/lt\/wp-content\/uploads\/2018\/05\/SimplBooks-credit-apmokejimas-5.png\")
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