In v4, I used to be able to create a credit note that will appear on the statement just by creating a negative invoice and it’s created as a credit note with the correct invoice prefix and title
In v5, this doesn’t seem to work anymore and I find the invoice written Tax Invoice and note Credit Note.
How can I have v5 create credit notes like I was able to in v4?
If I go directly to the credit tab, whatever I create as a credit doesn’t reflect on the statement which is why I prefer the old method of having a negative invoice turned into a credit note
Hi,
v4 used the workaround of negative invoices to function as credits, in v5 we have a dedicated credits feature.
In v5 when creating a statement you can select whether to include payments, credits and/or aging.
Supported by Invoice Ninja and Event Schedule