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Creating Credits

Credits are invoices with a negative amount. They document an amount of money that you have to pay to someone else, for example, to a fulfiller in a marketplace you run. Other examples for credits include refunds or overpayments.

To issue a credit, you create a new invoice with a negative payment amount. There are two ways to do so:

  • manually creating a new invoice that contains invoice line items that yield a negative invoice balance (see Manually Generating an Individual Invoice)
  • creating a credit for an existing invoice (in the status Open or Paid) you want to reverse, as explained below.

Generating Credit for a Single Invoice


Make sure that the button Create Credit is available on the invoice detail view, see Enabling Credit Creation for Single Invoices.

To individually create a credit based on a single invoice in the status Open or Paid:

  1. Navigate to the Invoices list in the invoice run view or open the Invoices tab.
  2. Click the invoice ID to open the invoice's detail view.
  3. Click Create Credit.
  4. Select the intended item and specify the quantity and/or the amount to be credited.
  5. Click Save.

    This creates a new draft invoice of the class Credit and links it to the original invoice, which is displayed in the field Related With.

Generating Credits for Multiple Invoices


Make sure that the button Create Credits is available on the invoices list view, see Enabling Credit Creation for Multiple Invoices.

To create credits for multiple invoices in the statuses Open or Paid from the invoices list view:

  1. Navigate to the Invoices list in the invoice run view, or open the Invoices tab and select an appropriate list view.

    The list view Recently Viewed does not display the Create Credits button.

  2. On the Invoices tab, select the checkboxes next to the invoices you want to include in the credit generation, or leave all checkboxes unmarked to include all listed invoices.

  3. Click to open the action menu, then select Create Credits.
  4. Click Continue to confirm the operation.

    This starts a batch job that creates draft credits as follows:

    • It considers invoices in the statuses Open or Paid.
    • For each involved invoice, it creates an individual credit.
    • For each credit, it includes all invoice line items with the maximum creditable amount.

Related information:

How to correct an invoice?
Partial Credit Handling