Visma eEkonomi Smart
Credit a sold invoice
This applies to you who are selling invoices through the factoring service Visma Betalt Direkt.
If you have sold a sales invoice that is incorrect or there is another reason for your customer not to pay it, you can create a credit note for that invoice.
To create a credit note, start from the sold invoice that you have created previously. Please note that it is only possible to credit the whole invoice. You will be notified about this in the program.
If you have received payment for the sold invoice
- Select Sales - Sales invoices.
- Select the invoice you want to credit.
- Select Actions - Credit.
A credit note with the same customer and article information as the debit invoice then opens. All fields are locked since it is only possible to credit the whole invoice.
- Do one of the following when you are finished with the credit note:
| Send by email | The invoice is automatically sent to the email address specified for the customer in the customer register. |
| Create PDF | The invoice is saved as a PDF and can be printed. |
| Send e-invoice | The invoice is sent to the customer as an e-invoice. |
| Send as letter | The invoice is sent for printing and sent as a letter. |
The original incorrect invoice and the credit note will cancel each other out in the accounting and a new journal entry, Reposting before refund, will be created. A copy of the credit note will be sent to Visma Betalt Direkt who will cancel the original sold invoice. A refund invoice will then be sent to you.
If you have received payment for the sold invoice but it is not registered in the program
- Select Sales - Sales invoices.
- Select the invoice you want to credit.
- Select Actions - Credit.
A credit note with the same customer and article information as the debit invoice then opens. All fields are locked since it is only possible to credit the whole invoice.
- Do one of the following when you are finished with the credit note:
| Send by email | The invoice is automatically sent to the email address specified for the customer in the customer register. |
| Create PDF | The invoice is saved as a PDF and can be printed. |
| Send e-invoice | The invoice is sent to the customer as an e-invoice. |
| Send as letter | The invoice is sent for printing and sent as a letter. |
Before you can send your credit note, a dialogue box will appear where you must answer whether you have received payment or not for the sold invoice.
- Select Yes.
- Select Create credit note.
The original incorrect invoice and the credit note will cancel each other out in the accounting and a new journal entry, Reposting before refund, will be created. A copy of the credit note will be sent to Visma Betalt Direkt who will cancel the original sold invoice. A refund invoice will then be sent to you.
If you have not received payment for the sold invoice
- Select Sales - Sales invoices.
- Select the invoice you want to credit.
- Select Actions - Credit.
A credit note with the same customer and article information as the debit invoice then opens. All fields are locked since it is only possible to credit the whole invoice.
- Do one of the following when you are finished with the credit note:
| Send by email | The invoice is automatically sent to the email address specified for the customer in the customer register. |
| Create PDF | The invoice is saved as a PDF and can be printed. |
| Send e-invoice | The invoice is sent to the customer as an e-invoice. |
| Send as letter | The invoice is sent for printing and sent as a letter. |
Before you can send your credit note, a dialogue box will appear where you must answer whether you have received payment or not for the sold invoice.
- Select No.
- Select Create credit note.
If you are using the accrual accounting method
The original incorrect invoice and the credit note will cancel each other out in the accounting and two new journal entries, Reposting receivable and Reversal of fee, will be created. A copy of the credit note will be sent to Visma Betalt Direkt who will cancel the original sold invoice. No refund invoice will be sent to you and no factoring fee will be charged.
If you are using the cash accounting method
The original invoice and the credit note will cancel each other out in the accounting. A copy of the credit note will be sent to Visma Betalt Direkt who will cancel the original sold invoice. No refund invoice will be sent to you and no factoring fee will be charged.
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Match incoming payments manually |
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Void a sales invoice |
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Credit an invoice with ROT/RUT deduction |
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