You have created an invoice, but you realised you made a mistake (forgot to add parts/ charged the customer wrong, etc). Don’t worry, we've all been there, but unfortunately, we can’t delete an invoice in webSAM.
However, we can credit that invoice either in full or partial for the parts/jobs that were incomplete/cancelled. In order to do that:
First, find the invoice that you need to issue a credit.
You can do this by either of the following 2 methods:
- Go to Workshop > Invoice History
2. Go to Account > Customers
And either select the customer or search for the customer, then select the customer and go to the Invoice.
Once the Invoice is selected, Select CR next to the Invoice Total on the top of the Invoice screen above Customer/Item Details.
Then select all the items that you want to credit by ticking the boxes under the Credit column.
Note - selecting just some of the invoice postings will issue a 'Partial Credit' and selecting all of the invoice postings will issue a 'Full Credit' for the invoice.
Once all the selections are made, click Create a Credit Job
You will be prompted with a warning screen. 
Once you click Yes, a credit job for the items in the invoice will be then created with a negative balance.
Finally, you will need to invoice the credit job.
You can do this by either selecting ‘Save & Invoice’ option when you hover over ‘Save & Exit’ option on the top-right side of the Credit Job as shown below.
You can also Invoice this by selecting the Invoice button on the bottom of the Credit Job as shown below.
Once this is done, you can see that an Invoice with negative balance for the items selected has been created.
? Need more help?
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