3.2.2 Credit invoice in full

Declarations must be fully credited if, for example, the number of hours and/or the hourly rate were incorrect. The invoice must also be fully credited if the invoice must be issued in a different name.

!If only part of the invoice is still open, you should follow the steps in chapter 3.3.3.

*If your office is on the Advanced or Ultimate plan, it is advisable to enter once in the company settings that the original invoice is automatically debited with the credit note in the journal (see chapter 12.12). Please note: this option cannot be used if you work with our Essentials package or an export link with Exact Online or Twinfield!

To credit an invoice fully, find the invoice in the following ways:

• Via the (nsolvency or accountancy page Financial ➤ Invoices ➤ Invoices
• Via the general project or collection page Financial ➤ Invoicing ➤ Invoices
• Links via the main menu (the side menu on the left) Administration ➤ Invoices or Administration ➤ Journals ➤ Outgoing invoices if you use the Advanced or Ultimate plan
  

!As soon as the action button “Create credit invoice” is clicked in the steps below, everything from the original invoice is immediately released, regardless of whether the credit invoice is finally processed or cancelled.

Steps for a full credit:

1. Find the invoice in the grid as described above and double-click on the line to open it
2. Click on the Actions button in the upper right side of the screen, and then on Create credit note. A new invoice will open in a new BaseNet tab with the status ‘Ongoing’.
   

3. If necessary, enter the desired shipping date, fiscal year and period and save the change
4. Click on the Actions button in the upper right side of the screen, and then on Process and open e-mail or on Process and print.