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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€.