2019-3Q: Methods to create Credit Notes

We would like to highlight the different possibilities to create a credit note in SIMPLer. There are 3 ways this can be done and we will give further details for each.

The 3 ways are:

a ) Credit Invoice - credit out a FULL invoice

b) Custom Credits - add a credit to a customer account for any amount

c) Negative Invoice - typically used when a refund has to be done

To Credit an Invoice:

1. On the invoice line - section Last 5 Invoices - select E to Edit:

Fig 1. Invoice Line

2. Select Modify Invoice from the dark grey column left of the screen:

Fig 2. Modify Invoice

3. By default todays date will show when creating a credit note. However this can be changed using the calendar / date fields. When correct date is set, proceed to select the 'Credit' button.

Fig 3. Create a Credit

Create Custom Credits:

1. To create a custom credit there are two paths to achieve this.

a) On the customer account under the section Billing Details - Last 5 Credits. Select the 'all' link - see Fig 4a

Fig 4a. Last 5 Credits

b) From the dark grey column left of the screen select 'Credits' - see Fig 4b

Fig 4b. Credits

2. Select the 'Add' button on the next page

Fig 5. Add a Credit

3. A few fields to take into account when creating the credit: Date, Net Amount, Credit Total Amount (Tax incl.).

Note: If desired it is possible to overwrite the tax percentage - e.g. if no tax should be taken into account: set Tax Mode to 'Fixed' and VAT Rate to zero.

Fig 6. Create Custom Credit

Create a Negative Invoice:

1. To create a Custom Invoice there are two paths to achieve this.

a) On the customer account under the section Billing Details - Quick Links. Select the 'Custom Invoice' button - see Fig 7a.

Fig 7a. Custom Invoice - Quick Links

b) From the dark grey column left of the screen select 'Custom Invoice' - see Fig 7b

Fig 7.b Custom Invoice

2. On the next screen select date for custom invoice

Fig 8. Date - General Invoice Settings

Further down the screen select the subscription customer has to reverse this. (Some operators create a 'Credit' product that can be selected from the dropdown menu).

Enter the price that need to be refunded. Note: the amount should be negative. Keep tax in mind.

Select button to 'Add Product'.