How is credit booked correctly?

Initial situation:

You try to book a negative amount so that by clicking on the gear for invoicing the invoice image shown below.

Solution:

If this is the case, this is because the overpayment must first be recorded in accounting.

Procedure:

To do this, go to the "Finance" button on the left bar and then on the "Money Accounts" button on the top bar. Select the account where the overpayment has been received.

Here you can insert a new entry into an empty line:

In this example, the free text "overpayment" was selected, which is to be assigned to the example client Mrs Anemone in the "Address" column. The current mandates for selection are displayed in the bottom field.

However, you can also leave this field blank if you only want to offset it with a future mandate.

In the "Deposit" field, you can decide whether to use the number. or if you want to overwrite it.

In the "Account" field, select the counter-account "Continuous Items", and in the "Incoming" field then the amount of surplus.

Then close the window again.

Back in the client's dossier, create an invoice for the entered services

Here you will see the amount you can book with this invoice below.

If you finalize it with the printer icon, the invoice will now be listed: