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negative invoice

Posted on by 17

I had prepayment. After work was completed and planning lines moved and invoice created and negative lines added with prepayment amount my invoice is negative. How can I refund customer money after?

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  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,377 Super User 2024 Season 2 on at
    negative invoice
    for prepayment, this should be normal behavior. Please refer to the link for more reference
     
     
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 3,701 on at
    negative invoice
    The best approach is to move all planning lines, to a Credit Note. After posting the Credit Note, you can process the customer refund using the Payment Journal and link it to the Credit Note. This will effectively handle the refund and adjust the customer's account appropriately. Posting a negative invoice directly might not be feasible or recommended.
  • BenSydney Profile Picture
    BenSydney 32 on at
    RE: negative invoice

    I don't think that you will be able to post a negative invoice.

    If the total of the planning lines are negative, why don't you move all the planning lines (the positive and negative ones) to a Credit Note?

    After Credit Note has been posted, you can then do the customer refund from a payment journal, linking this to the posted Credit Note.

  • RE: negative invoice

    We offer services and go through jobs moving ledger entries into planning lines and then into invoice. I create negativi line in planning lines with prepayment amount. When proforma created i have difference of 16000 bit it’s negative meaning i owe customer. Can i post negative invoice and then create negative credit memo against that invoice ? Or how else can i do it? Do i apply just part of prepayment leaving part just in customer account?

  • Hannes Holst Profile Picture
    Hannes Holst 5,767 on at
    RE: negative invoice

    hi,

    You can create a Payment in the Payment Journal.

    When the Payment is posted, you can apply the Invoice against the Payment.

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