Creating a credit note
In Koho, you can create credit notes from invoices that have already been sent in two different ways:
Create a credit note only: Create a credit note without any changes to the original invoice.
Credit note and return of shifts to invoicing: Create a credit note, delete the original invoice and return the related shifts back for invoicing.
N.B: Be sure to send a credit note before creating a new invoice.
Use of refund functions
Go to Invoices and select the tab:
Unpaid,
Late, or
Paid.
Select the invoice that requires a refund from the list.
Select the desired function from the invoice card:
Credit: Creates a credit note only.
Gear icon: Creates a credit note and returns the shifts to invoicing.
Select the invoice that requires a refund from the list.
Select the desired function from the invoice card:
Credit: Creates a credit note only.
Gear icon: Creates a credit note and returns the shifts to invoicing.
Refund button
A credit note form opens, where you can edit the information if necessary.
Select Save to save the credit note on the Unapproved tab.
Koho automatically adds an identifier to the invoice name - Credit note.
Gear button
When you select the gear icon, Koho performs the following actions automatically:
Create a copy of the original invoice where the shifts are replaced by products.
Deletes the original invoice and creates a credit note from it.
Returns the original shifts back to invoicing.
N.B: The Ratas button does not open the form, but the actions are performed directly in the system.
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