Issue credit note for an unpaid Bill

Issuing a credit note for an unpaid Bill

Bills with an unpaid status fall under one of the following categories:

a. Pending Payment attempt: Bills with a due date in the future or Scheduled Bills. These indicate when the payment attempt will occur, for example “in 2 hours” or “in 3 days”.

b. Failed payment attempt:  Bills where the payment attempt has already failed. These can be identified by a passed due date in red.

For both these types of bills, please follow these steps:

1. Click the Action button (ellipsis/ three dotted) against the unpaid Bill.
2. Select Issue Credit note from the dropdown.

In the Credit Note page, you can completely or partially issue a credit note.

1. Complete cancelation of a bill/ issuing a full credit note

To issue a complete credit note, leave the amount fields in the line items as is,

and click Issue Credit Note.

2. Partial cancelation of a bill/ issuing partial credit note

To issue a partial credit note, you can adjust the Credit amount (amount to be

cancelled)  against each line/charge items of the bill.

1. Adjustment total is the sum of the Credit amount against each line item of the bill.
2. Current bill amount due: is the original bill amount.
3. Bill amount due after credit: is the amount left after deducting the credit amount from the original bill amount.
4. Amount to credit: is the amount that will be credited/ cancelled for the unpaid bill.

Here is an example of a partial credit note of $1 against an unpaid bill of $11.00:

After entering these details, click "Issue Credit Note".

The entry would look like this:

Using the same example from above, if a bill originally totalled $11 and $1 is cancelled by issuing a credit note, the adjustment will appear as - $1, and the remaining $10 will be the amount due from the customer.

Issuing a credit note for a paid bill will be discussed separately in a separate article.

Article by Roshel Jose

Please note:

1. The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
2. Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.