Generate a Credit from an Invoice on Yoplanning.pro
Steps to Generate a Credit
Access Orders: On the dashboard, click on the "Orders" option to view the list of orders and invoices.
Find the Affected Invoice: Browse the list to find the invoice you want to cancel. Use the available filters for faster searching, if necessary.
Open Advanced Options: Click on the three small dots located at the top right of the chosen invoice window to access advanced features.
Reopen Order: In the advanced options menu, select the "Reopen Order" option. This action will cancel the invoice and automatically generate a corresponding credit note, as well as the associated accounting entries.
Check the Credit Generated: Return to the "Orders" menu, then click on the "Invoice" tab. Use the filter to select canceled invoices and check the generated invoice.
User Tips and Best Practices
Pre-Check: Before canceling an invoice, make sure it's the right action to take. Once you have generated it, the procedure is irreversible.
Monitoring Accounting Entries: Keep your accounting up to date by regularly checking the assets generated and their impact on your finances.
By following these steps and tips, you can effectively manage invoice cancellations and credit notes in Yoplanning.pro, ensuring optimal financial and accounting management of your activity.
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