interworks.cloud platform generates credit invoices automatically if there are cancellations of services that have been invoiced upfront. For situations where it's necessary to generate an invoice manually (for amending the amount of a debit invoice or for bridging the SLA of a service), the platform allows you:

1. To credit specific invoice items by generating a credit invoice for these items
2. To create a credit invoice for the total of a debit invoice

Create a Credit Invoice for Specific Debit Invoice items 

For creating a credit invoice, do the following:

1. Navigate to Billing > Invoices.
2. Select Add button.
   
3. Fill in at least the obligatory fields.
   
   • Status: Select the Unpaid value.
   • Type: You must select the Credit Invoice value.
   • Invoice Day: You can change the default value with the day of your choice.
   • Account: Select related account.
4. Save the credit invoice.
5. In order to define which invoice items you want to credit, click on Insert from Invoice option.
   

6. Clicking on the search button, a pop-up will be visible with all unpaid debit invoices of selected customer, in order to choose which invoice will be credited.
   

7. After selecting one of the existing debit invoices, the invoice items will be visible under the search bar.
   
8. Select the items to add them to the credit invoice by clicking on the box to the left. You have the option to change the quantity of the invoice item by editing the Quantity column of the specific invoice item.

   
   
   
9. Save the pop-up

The chosen invoice items will be visible in Invoice Items tab.

For every debit invoice, which has been credited totally or partially by credit invoice, you can see the correlated credit invoice in the Invoice view.

If you have credited the full amount of the debit invoice, invoice's status will change to Paid value as below:

If you have partially credit the debit invoice,  invoice's status remains Unpaid but the invoice's unpaid amount amended according to correlated credit invoice.

Create a Credit Invoice for the Total of a Debit Invoice

If you want to create a credit invoice for the total of a debit invoice, you can create this invoice by executing the "Create Credit Invoice" action that is available in the debit invoice details page.

By selecting this action, the system will:

1. Create a credit invoice for all debit invoice items. The credit invoice will be identical with the debit invoice as it will contain the same items and it will have the same total.
2. It will relate the credit invoice with the debit invoice.