That is a bit suprising for me.
In v4 it was possible to create an invoice with negative unit costs and it would automatically become the next available number out of the credits number range.
Positive total sum -> invoices number range
Negative total sum -> credtis number range
In v4 you can mark the credit note as paid or create/add a negative payment linked to the credit note.
The Credits menu in v4 lets you create a credit like a deposit and you can apply it later to an invoice.
In v5 invoices and credit note are split up in two separate menus and both have a different number range and you can also set two different pdf designs (where in v4 invoice and credit notes would use the same design).
You are still able to create an invoice with a negative total sum but it will not get a number from the credits number range but just the next available invoice number. So in case I would need to create a credit note, I would always do it via the Credits menu in v5 and not as a negative invoice.
A “v4 credit”, like a deposit, is made by a payment. If I would like to create a deposit, I would just enter a manual payment. That payment can be applied to future invoices of that client.
Invoices in v5 can be mark as paid or I can create a payment which is linked to the invoice. But for credit notes, I can’t add a payment and there also isn’t an option to mark them as paid?!
The table below eventually makes it a bit clearer (assuming I understand it correctly)
||Any invoice with a negativ unit cost/price will automatically become a credit note.
||Create a credit note similar to an invoice by creating an entry at “Credits > New credit”
|Credit / Deposit
||A credit can be entered with just the client and the amount. From the credit menu, you can apply the credit to an invoice.
||Create a payment. It can be applied to an invoice later on.
Does this make sense?
Thanks a lot,