How To Change an Invoice to a Credit Note - NextGen

The Document Type coding field is used to indicate whether a document is an invoice or a credit note. Setting the type as Credit Note makes the following changes:

• The invoice total changes from positive to negative.
• Changes the Invoice Number field to Credit Note Number.
• Adds the Reference Invoice Number field.

Enter an invoice number in the Reference Invoice Number field or select one from the list to link the credit note to an invoice. Multiple invoices can be linked to a credit note. SmartCapture will automatically detect if a document is an invoice or credit note and code the field accordingly.