How does Platinum Decide whether a Document is an Invoice or a Credit?
Summary
The following article explains how Platinum decides whether a document should be an invoice or a credit.
More Information
When you produce an invoice or credit note in Platinum, the system looks at the nett document balance, i.e the total of the document before VAT is added.
- If the balance is positive (+), Platinum will produce an INVOICE.
- If the balance is negative (-), Platinum will produce a CREDIT.
This can lead to rare circumstances where you have a positive nett figure, but a negative total document figure once the VAT has been added. This will not cause any problems to Platinum, but may be slightly confusing for you!
See also
- Selling parts over the counter
- Posting purchase invoices
- How do I invoice a workshop job?
- How do I credit a workshop invoice?
- Invoicing Logistics Jobs
- Posting Purchase Credit Notes