Bill Credits

As of Sales Pack v4.0.

Bill credits are reversal transactions for bills – the same as credit notes to invoices.

Access to Bill Credits is controlled by Roles.

A bill credit can be created from a bill.

A bill credit can be allocated to a bill or multiple bills. Inbound payments can be allocated to a bill credit.

A bill credit should be used to cancel an issued bill if the issuance locking in enabled in the system. Bill credits can be used to reduce the payable outstanding amount.

Automatic numbering

The prefix of the next number, the next number itself and the quantity of digits in the number can be configured at Administration > Entity Manager > Bill Credit > Fields > numberA.

Locking

A Bill Credit can be locked if it's resolved or canceled. When a record is locked, a specific fields become read-only. An administrator can configure the field list at: Administration > Entity Manager > Bill Credit > Edit.

If the settings parameter Forbid order unlocking is checked, once a record is locked, it can be unlocked only by an administrator.