Creating a credit invoice
A credit invoice has a negative amount, representing money owed back to the customer. You can create credit invoice rows the same way as regular rows.
How to create
- Create an invoice row as you normally would (from Customers, Invoicing, or another section).
- In the Price field, enter a negative amount by adding a hyphen before the number (e.g. “-100”).
What happens when you create invoices
When you create invoices from your invoice rows, you can choose to:
- Include negative rows – the credit is applied immediately, creating an invoice where the customer receives money back.
- Save for later – keep the credit row for future use. The next time you create a debit invoice for that customer, the credit row is deducted from the total.
Saving credit rows for later is useful when you want to offset a future charge rather than issuing a separate refund invoice.
Cancelling an invoice
To cancel or void an invoice or invoice draft, select it from the list under Administration > Invoicing > click Choose action > Cancel.
If you have an integration with Fortnox, the invoice must first be cancelled within Fortnox. Then click on the invoice in MATCHi and the invoice will be updated to Scrapped status.
To find your scrapped invoices, change the status filter to Scrapped and click Filter.