Adding Adjustments to Create a Credit Invoice

Using Credits on Invoices

In some situations, you may want to provide a customer with credits that can be used against future deliveries, rather than recording actual payments through unreconciled payments or standard payment methods.

When to Use Invoice Credits

Invoice credits are useful when you want to:

• Provide promotional credits or gift certificates to customers
• Honor goodwill credits after service issues or delivery problems
• Apply pre-negotiated volume discounts or rebates
• Issue credits for returned materials without processing a refund
• Provide complimentary materials or services without requiring payment processing

Unlike unreconciled payments (which represent actual funds received), invoice credits represent value extended to the customer without a corresponding cash transaction. This approach allows you to issue products or services without involving accounts receivable or payment processing.

How to Create Invoice Credits

1. Open or create the invoice for the customer
2. Scroll to the Adjustments section
3. Enter the credit amount as a negative number (e.g., -$500.00)

The invoice will now show the adjustment as a negative amount, reducing the total due.

For more information on the differences between Credit Invoices and Unreconciled Payments, see Understanding Credit Invoices and Unreconciled Payments in BulkSource – BulkSource.