We are happy to announce support for customer credit feature in Zoho Invoice. Now it is possible to add credits to your customers. You can make use of these credits while applying payments to invoice. You have the option to use the complete credit or a part of it.
Some scenarios in which you will be making use of customer credit:
- When customer over pays an invoice and asks you to adjust the excess amount on future invoices.
- When customer makes advance payments to goods/services.
- When customer orders goods/services, makes payment and later due to some reason returns or cancels the complete order or part of it.
Well, in most of the above cases the best approach will be to increase the customer’s credit via Credit Note. Currently we don’t support raising Credit Notes, we are working on this and will be supporting it shortly. Till such time you can add customer credit directly.…
We are happy to announce support for voiding invoices in our service. Till date the only way to exclude an invoice from reports is by deleting it, now instead of deleting the invoice you can just mark it as void, voided invoices will be automatically excluded from all the reports. You can keep such voided invoice for your future reference.
Deleting Vs Voiding
When you delete an invoice, the record will be erased out of the system and you may not have it for your future reference. Also your invoicing sequence will get disturbed.
On the other hand when you mark the invoice as void, it will *NOT BE* removed from the system but will be automatically excluded from all reports. Also the invoicing sequence will not be disturbed.
Need for void invoice
There are several occasions when you would like to void an invoice, probably due to the following reasons-
- Let’s say your customer had placed an order and you had raised an invoice for it. Later for some reason he/she decides to cancel the order and haven’t yet paid for it. Now you have to remove the invoice, instead of deleting the invoice you can mark it as void and keep it for your future reference.