How do I credit note a Contractor invoice?

The steps below show you how to apply a Credit Note for an agency fees invoice on the Contractor Information. 

If you have added a Contractor expense incorrectly, you will need to reverse the expense.
For more information on How do I reverse a contractor expense posted in error, click here

This article includes: 

• Note the invoice details
• Create a negative invoice
• Offset the negative invoice to the receipt

Note the invoice details

1. Double click Contractors from the side menu
2. Search for the relevant Contractor using Search Text by Name, Code or Status
   1. Alternatively, find the Contractor using Additional Options from the dropdown menu
   2. If searching for an archived record in Only Search Listable Records, select No
   3. Or select a Branch if multi branch is set up on your CFPwinMan
3. Click the Contractor 
4. Click Receipt 
5. Make a note of the invoice details: Date, Item, Description, Amount and VAT
6. Click Close

Create a negative invoice

1. Double click Contractors from the side menu
2. Search for the relevant Contractor using Search Text by Name, Code or Status
   1. Alternatively, find the Contractor using Additional Options from the dropdown menu
   2. If searching for an archived record in Only Search Listable Records, select No
   3. Or select a Branch if multi branch is set up on your CFPwinMan
3. Click the Contractor 
4. Click Invoice
5. Use the details of the invoice noted above to complete the negative invoice 
   1. Date - Enter the date
   2. Item - Select the Item from the dropdown menu
   3. Tax Category - Leave as 0
   4. Description - Type Credit Note in front of any description
   5. Amount - Enter a negative amount i.e. -£35
   6. VAT - If your agency is VAT registered, enter the negative vat amount 
   7. Send Options - Untick all options if you don't want to send a credit note
6. Click Update
7. Click Yes to confirm

Offset the negative invoice to the receipt

1. Double click Contractors from the side menu
2. Search for the relevant Contractor using Search Text by Name, Code or Status
   1. Alternatively, find the Contractor using Additional Options from the dropdown menu
   2. If searching for an archived record in Only Search Listable Records, select No
   3. Or select a Branch if multi branch is set up on your CFPwinMan
3. Click the Contractor 
4. In the Contractor Information, click Receipt 
5. A message will appear identifying you have invoices that cancel each other out. Click Yes to confirm if the details are correct
6. The Receipt screen will open and show both invoices. Click Close
7. Click Receipt again and you'll see both invoices have been removed
8. Click Close