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Creating a credit note

Updated

A credit note reverses some or all of the value of an invoice you've already raised. Use one to correct an overcharge, process a refund, or adjust billing after a mistake. In Synergist, a credit note isn't a separate document type. It's a normal invoice with its type changed to Credit.

Here's how to create a credit invoice in Synergist.

How to create a credit note

Build a credit note the same way you'd build any other invoice, then switch its type before you finish.

  1. Go to the job or phase you want to credit and select New Invoice, just as you would for a standard invoice.
  2. On the Details tab, change the Type drop-down from Invoice to Credit.
  3. Build your invoice lines and complete the remaining tabs as normal.
  4. Enter your values as positive numbers.
Note: Even though a credit note reduces what the client owes, you don't enter negative figures. Synergist reads the Credit type and applies the reversal automatically. Entering negative values yourself will throw off your totals.

Why values stay positive

It's easy to assume a credit should be typed in as a minus figure, but that's not how Synergist works. The Type field is what tells the system this is a reduction, not the sign of the numbers. Keep every line item positive, and let the Credit type do the work.

Find out more about Creating a draft invoice for a full breakdown of the tabs and fields you'll use while building the credit note.

Tips

  • Double check the Type field before saving. It's the only thing separating a credit note from a duplicate invoice.
  • Keep values positive throughout. If a total looks negative, check the type dropdown rather than the figures.
  • If you're crediting a job that's already closed, you'll need to reopen it first. See Closing a Job for how phases and closed jobs work.

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