Crediting an Invoice

You can create full or partial credit notes for any invoices you have created. To do this:

1. Navigate to Invoicing.

2. Select a Job from the list on the left then a Shipment from the list on the right and navigate forwards.

3. Select an Invoice from the list on the left.

4. Click Credit at the top of the screen and select from the following options:

   Full Credit: Select this option to credit this invoice for the entire amount.

   If you select this option, a notice informs you that you are about to generate a credit note for your invoice. Click Yes to proceed.

   Partial Credit: Select this option to credit this invoice for a specified amount.

   If you select this option, a notice informs you that you are about to generate a partial credit note for you invoice. Click Yes to proceed, and then enter in the amount you would like to credit. When you are done, click OK.

   Note that insurance charges are excluded from partial credits.

5. Select whether you’d like to Email, Save, or Print your credit note by clicking one of the options on the bottom left of the screen. You can save your report either locally, or to the Eos Publish platform.

6. When you’ve finished, click Done.

If you selected to create a full credit note, then all the costs related to the selected invoice will be returned to the Costs list at the bottom of the screen. This enables you to send the invoice again if required.

If you selected to create a partial credit note, the costs will not be returned to the Costs list.