Quite often you will need to credit only a part of an Invoice, rather than the whole Invoice. In most accounting systems, it would be necessary first to remove the entire original Invoice, and then to re-enter the Items that will be invoiced.

Since most systems lack the option of copying an Invoice, part crediting can sometimes take a very long time. FirstOffice offers a very simple and intuitive way to do this.

To credit part of an Invoice, start by duplicating the original Invoice, and enter a "CN" in the Payment Terms field. Then proceed as follows:

Simply remove all the rows you do not want to credit. Click on the row number to the left to highlight the whole row, and press the backspace key. You will then be left with the rows to credit.
In the case of individual rows requiring a partial credit, simply alter the Quantity field to show the number to be credited.
Click the OK check box when you are sure the Credit Note is correct and [Save] to save it.

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