Edit credit note

Introduction

A credit note is used to balance out an invoice that has been recorded with incorrect information. In addition to simply counteracting an invoice, it is possible in TimeLog to both counteract and create a new invoice as a draft copy of the original invoice.

Description

Creating a New Credit Note

You can create a credit note based on an existing invoice.

• You can edit the fields Invoicing Address, Internal reference and select new Invoice design. The default Invoice date which has been entered by the system can also be edited.
• The automatically-entered Heading and Message can also be edited.
• The credit note’s invoice lines list counter-entries for the selected invoice.

Book and Recreate

• If you wish to book your credit note, click Book. The original project invoice registrations are released and can be billed on a new invoice.
• If you click Book and recreate, you book the credit note and TimeLog automatically creates a new invoice draft based on the original invoice’s project registrations.
• The screen shot will change to Edit invoice draft, adding the original invoice lines.