Invoice and Payables with a negative value

Jules AI

12 Steps

Go to Jules AI

On the sales page, click on a sale to open the order

On the "Containers" tab, select the container(s) and click on the $ icon

Click on "Create customer invoice"

Select the existing proforma to link it with the commercial invoice

Click on "Apply to invoice"

Here you can see details of the proforma invoice and the final balance is showing in negative because the payment applied to it is higher than the left to pay

You can see advance payment elements when you have entered and applied a payment to the initial existing invoice.

Click on "Mark as complete"

Make sure to enter a due date for the invoice

Click on "Complete"

Your invoice is created with "0" and is marked as complete and as the value was negative, a credit note has been created

Similarly, for payables it will create a invoice with "0" and a debit note of the negative invoice value.
The logic only applies for complete invoices and payables. In case of draft invoices or payables we don't generate credit notes or debit notes.

Here on the invoice page you can see the invoice with value as "0"

You can view the credit note here

Well done!

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