Difference between revisions of "How does Platinum Decide whether a Document is an Invoice or a Credit?"
Robert Hearn (talk | contribs) |
|||
Line 1: | Line 1: | ||
+ | {{Review}} | ||
==Summary== | ==Summary== | ||
The following article explains how Platinum decides whether a document should be an invoice or a credit. | The following article explains how Platinum decides whether a document should be an invoice or a credit. |
Revision as of 16:21, 8 August 2013
|
This article or section is under review. Be aware: Content may change as the document is reviewed. |
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
- Getting Started
- Selling Parts over the Counter
- Posting Purchase Invoices
- How do I Invoice a Workshop Job
- Invoicing Logistics Jobs
- How do I Credit a Workshop Invoice?
- How do I edit a Credit after it has been posted?
- Posting Purchase Credit Notes