Get help and support for Eos and Publish - simple inventory management in the cloud.

Crediting an Invoice

You can create full or partial credit notes for any invoices you have created. To do this:

  1. Click Invoicing on the left of the screen.
  2. Select a Job from the list on the left then a Shipment from the list on the right and click Next
  3. Select an Invoice from the list on the left.
  4. Click Credit at the top of the screen and select from the following options:
    Full Credit Select this option to credit this invoice for the entire amount. If you select this option, a notice informs you that you are about to generate a credit note for your invoice. Click

    Yes

    to proceed.
    Partial Credit Select this option to credit this invoice for a specified amount. If you select this option, a notice informs you that you are about to generate a partial credit note for you invoice. Click Yes to proceed, and then enter in the amount you would like to credit. When you are done, click OK. Note that insurance charges are excluded from partial credits. When issuing a partial credit against an invoice which included tax the creditable tax will be automatically calculated based on the amount being credited. You can manually enter the tax amount by clicking on Manual next to the tax field. Partial Credit
  5. Select whether you’d like to Email, Save Print your credit note by clicking one of the options on the bottom left of the screen.
  6. When you’ve finished, click Done.

If you selected to create a full credit note, then all the costs related to the selected invoice will be returned to the Costs list at the bottom of the screen. This enables you to send the invoice again if required.

If you selected to create a partial credit note, the costs will not be returned to the Costs list.

status

All Eos services are running normally

We are pleased to report that the earlier issues with Eos Publish have been resolved.

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