Managing credit notes

by Wes Hooper

25th March 2010

Published in: Updates

After much discussion and research, we've made an improvement to how Moobiz deals with your billing - invoices and credit notes are now their own, totally separate document.

Before, we treated a credit note as a "reverse invoice" which actually makes sense as that's what they are really.

But they're also different.

:)

A credit note must always reference the original invoice, which was possible before by typing it in but Moobiz likes to be smarter than that. Our new credit notes let you link the documents together so you easily click from one to the other to help you make sense of what happened.

Another oddity of the "old way" was that the invoicing number sequence was shared between invoices and credit notes. So if you created invoice #123, followed by a credit note (using #124), your next invoice would be #125. That could be confusing and some of you rightly argued you'd prefer not to have gaps.

Credit notes and invoices now have their very own number sequences, so you can have "Credit Note #123" as well as "Invoice #123" which we hope you prefer.

For Moobiz customers with existing credit notes please note this will only affect new credit notes - everything you've created so far will keep their original numbers.