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Create and review an invoice credit draft

3 min readBusiness

Create an invoice credit draft from a posted sales invoice, then review the saved draft before you submit it. This flow is available only when your workspace has invoice credit support and the connected ledger is ERPNext, and it does not create a cash refund by itself.

Before you start

  • You need access to the Invoices page in a business workspace.
  • You need permission to create and review invoice drafts, and to submit the draft if you will post it.
  • Your workspace must have invoice credit support enabled, and the connected ledger must be ERPNext.
  • The source invoice must already be posted in the connected ledger and visible in the invoice preview.
  • If a saved invoice draft or save notice is already present, review or resume that same saved request before starting another one.

Create the credit draft

Use Create full credit draft for a full credit of a supported posted sales invoice in ERPNext. This action does not provide purchase-invoice credits or partial line or amount credits. Draft creation and submission are separate steps, and this flow does not issue a cash refund.

  1. Open Invoices and select the posted sales invoice you want to credit.
  2. In the invoice preview, select Create full credit draft.Create full credit draft
  3. Review Credit date. It defaults to today unless the source invoice posting date is later, and the date control does not allow a date before the original posting date.
  4. If the date is correct, choose Create credit draft.Create credit draft
  5. When creation is verified, the saved credit opens in preview. If the page says the credit save is awaiting verification, use Resume existing save for that original request before creating another draft.Resume existing save

Review the saved draft

Review the saved credit’s original-invoice reference, selected credit date, displayed due date, party, currency and line details before submission. Compare its source items and signed credit amounts with the original invoice and the full-credit scope.

  1. Open the saved credit draft from the invoice list or from the save notice.
  2. Check the credit’s selected date, displayed due date, currency, party and original-invoice reference. Review the item identities, units, rates, warehouses and signed credit quantities and amounts.
  3. Review the current line details and source invoice state in the preview before you submit the draft.
  4. If the credit was created from a stock-moving sales invoice, confirm that the draft reflects the stock return to the original warehouse.
  5. When the draft looks right, submit it from the preview.

What this credit means

  • This workflow is available for posted sales invoices in ERPNext.
  • The credit draft is a financial credit against the original invoice, not a cash refund.
  • For a supported stock-moving sales invoice, submitting the credit records the stock return to its original warehouse in the connected books. This accounting result does not confirm a physical warehouse receipt.
  • Separate posting authorization happens at submission time, not when you create the draft.
  • If the save or submit outcome cannot be confirmed, keep the original request and check that same request again instead of starting over.
  • An unverified save or submission does not establish whether the ledger changed. Check or resume the original saved request and review its confirmed result before another attempt.

Updated

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