How to partially Cancel the Invoice?
When to Use This Feature
Use the Apply Discount via Credit Note feature when:
-
You want to partially refund or discount a specific charge (e.g. service, insurance).
-
You need to adjust an invoice without cancelling it entirely.
-
You want the system to auto-apply the credit to the remaining balance.
Step-by-Step Guide
1. Go to the Invoice Detail Page
Navigate to the specific Invoice Detail Page for which you want to apply a discount.
2. Open the Discount Menu
-
Click the Actions button on the top-right corner of the invoice section.
-
From the dropdown, select “Apply Discount via Credit Note.”
3. Select Line Items for Discount
-
A side drawer will open displaying all line items in the invoice.
-
Enable the checkbox next to each line item where the discount should apply.
-
Enter the discount amount (inclusive of tax).
4. Save and Generate the Credit Note
-
Once the discount details are filled in, click “Save to Credit Note.”
-
The system will create a credit note for the selected items and automatically link it to the invoice.
5. Review the Adjustment
-
The invoice balance is updated automatically based on the credit applied.
-
The customer will now only see and be required to pay the adjusted amount.
What Happens Next?
-
The credit note is applied to the invoice.
-
The updated invoice will show the discounted balance due, and payment options will adjust accordingly.
Related Articles
How to Cancel an Invoice?
If you need to reverse a billing due to incorrect charges or a cancelled transaction, StoRegister allows you to cancel an invoice by generating a credit note directly from the invoice detail page. This ensures proper financial tracking and accurate ...How to Create a Move-In Without Generating an Invoice (Offline Payment Mode)?
In certain cases, you may want to create a move-in without generating the move-in invoice immediately, especially when the customer chooses an offline payment mode (e.g., bank transfer, cheque, or cash). This ensures the invoice is only issued after ...How to Cancel a Contract?
StoRegister allows you to cancel a contract with a future move-in date. This is useful when a tenant changes their plans before the rental period begins. The system also ensures that any associated invoices are automatically reversed. Prerequisites ...How to Generate the Next Invoice?
StoRegister allows you to manually generate the next rental invoice for a contract whenever needed. This is helpful for early billing, adjusting invoice periods, or including additional charges. Steps to Generate the Next Invoice Navigate to the ...How to Cancel a Tenant’s Move-Out Notice?
This guide walks you through the simple steps to cancel a tenant’s scheduled move-out notice in StoRegister. This is helpful if the tenant has decided to continue their stay or made changes to their exit plan. Step-by-Step Guide Step 1: Navigate to ...