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How to issue credit invoice in Freightools

Business Process

How to issue credit invoice in Freightools

How to issue credit invoice in Freightools

Last updated on 03 Mar, 2022

There are two types of credits that are normally issued: full credit and partial credit.

For full credit, follow below:

1. Go to the selling invoice that you need to issue credit for.

2. Go to the "orders" tab.

3. On the right upper side of the screen, you will have a "credit" button:

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4. Once you click the credit button, the system will generate a credit invoice and all orders will showing in negative amount:

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5. The credit invoice will be created in status "finance approved" and will have a number auto generated.  It will also show in the reference field the number of the selling invoice that was credited.

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To issue partial credit: 

1. Go to the economics tab > selling

2. Mark the orders you wish to credit and click on credit invoice

** It is also possible to issue credit through the SO.  

 

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