Invoice Place

When a customer returns goods that you sold to them they either receive a refund or you can issue them with a credit note. A credit note can be used to make a payment against another invoice, and now Invoiceplace lets you use customer credit as payment for an invoice.

When a customer pays by credit this is the only payment method allowed on a single receipt. If a customer paid the balance of an invoice you can create a second receipt for the same invoice.

The first prerequisite is that a customer has an existing credit note, which are listed along with the overdue, due and paid invoices. In this example a $50 credit notes was created for Al the Butcher.

In the Customer details the credit balance is now listed. Al has a $50 balance.  Multi-currency support allows Al to have a credit balance in other currencies if required – note that this credit is in Australian Dollars only.

If Al makes a new purchase for $50 he can pay this using his credit balance.

When creating the receipt select Credit Note as the payment method.

A receipt cannot be created for an amount greater than the credit balance in the currency of the receipt (in this case we’re trying to record a payment amount of $60 in credit).

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.

A regulation in many countries around the world is to include the rate of tax (VAT, GST, etc) applied to an invoice. Now Invoiceplace will automatically print the tax rate when you print or email an invoice.

In the example below an online invoice is created with two items. One is tax free, and the other has a VAT rate of 17.5%.

When the invoice is printed that VAT rate is automatically printed with the total amount of tax. This keeps the tax man happy and means no extra effort for you when invoicing.

/Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. Sign up for free, click here to start.