Step-by-Step Instructions for Issuing a Partial Credit Note in Eemel
🧾 Create a New Credit Invoice
Go to Sales → Invoices
Click New Invoice
👤 Select Customer and Set Invoice Title
Choose the customer to whom the credit will be issued
Enter a title such as “Credit Invoice for Issue X”
✍️ Fill Out the Invoice Row
Add a description explaining the reason for the credit
Enter a negative amount (with a minus sign)
Use the same VAT percentage as the original invoice
💾 Save and Send the Invoice
Click Save and proceed to send
Choose “I will print and send it myself” as the delivery method
The invoice won’t be sent to the customer but moves to Billed status and appears as open
🔄 Locate and Link the Credit Invoice
Go to Sales → Invoices → Unpaid tab
The credit invoice will appear first in the list
Link to the Original Invoice
Click the eye icon next to the credit invoice
A popup window will open
In the Description dropdown, select Credit invoice linkage
Enter the original invoice number and the credit amount
The default entry date is today, but you can change it
✅ Finish
Click Add
If the full credit amount is applied, the credit invoice disappears from the open list
If only part is credited, it remains partially open