How does Platinum Decide whether a Document is an Invoice or a Credit?

Summary

The following article explains how Platinum decides whether a document should be an invoice or a credit.

More Information

When you produce an invoice or credit note in Platinum, the system looks at the nett document balance, i.e the total of the document before VAT is added.

• If the balance is positive (+), Platinum will produce an INVOICE.
• If the balance is negative (-), Platinum will produce a CREDIT.

This can lead to rare circumstances where you have a positive nett figure, but a negative total document figure once the VAT has been added. This will not cause any problems to Platinum, but may be slightly confusing for you!

See also

• Selling parts over the counter
• Posting purchase invoices
• How do I invoice a workshop job?
• How do I credit a workshop invoice?
• Invoicing Logistics Jobs
• Posting Purchase Credit Notes

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

point of sale, invoicing, customer, credit, pos