How to make a partial credit?

Partial credits are not yet available on OOTI, but we offer another alternative.

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Super Admin

Reading time 1 min
Setup length 1 min
Steps 1

 

Unfortunately, we do not yet manage partial credit on OOTI.
However, here is what you can do:

Step 1: make a partial payment on the invoice, of the amount of the credit note.
So if your invoice is 100€ but you want to make a credit note of 60€, you will have to make a payment of 60€ on the invoice, as if it were a partial payment.

Step 2: cancel the same invoice, after making the partial payment.
This will create a draft credit note that you can delete.

Step 3: create a new invoice of type Other but with a negative amount, of the amount of the credit note.
On my example, it will be a new "other" invoice for an amount of -60€.