Include VAT in Credit Note

Self-Hosted | v4/Legacy
1

Hi Guys,

Is it possible to include VAT in credit note as well?
I believe it should be the default behavior since is a legal requirement when issuing credit notes on Invoices that VAT was charged.

Thank you in advance.
Antonis

2

Hi,

Yes, it’s supported. Are you seeing a problem?

3

Thank you Hillel for the prompt response, but where is the VAT option? I don’t see anything related to VAT when applying a credit note.

4

In v4 you can create a ‘Credit note’ by creating a negative invoice, the v4 ‘credits’ are pending payments.

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5

Okay understood, thank you Hillel.

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6

Hi Hillel,

One more question, if you create the Credit Note with a negative Invoice, then you should not mark it as paid since it will be subtracted twice from the balance of the customer, right?

7

You would need to mark it as paid if you’d like it to be applied against the client’s balance.

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8

Thank you Hillel for the prompt response, my bad, I thought it was subtracted when I was set it as “Mark Sent” and then it was subtracted again when I set it as “Mark Paid”.

9

I believe mark sent would decrease the client’s balance whereas mark paid would increase the balance and reduce the paid to date. Since it’s negative it’s the reverse of a standard invoice.

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