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Kofax

How to create a credit invoice

Goal

After completing this how-to you will know how to create a credit invoice in Kofax Invoice Portal.

First Step

Perform the steps to create an invoice, see How To here:

How to create an invoice in Invoice Portal

Second Step

Make sure the Invoice type is set to Credit.

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The amounts must not be negative, the Invoice type setting makes sure the sent invoice is correctly typed with a credit amount.

What's Next

Send the invoice the same as a regular debit invoice.

Read more in the Invoice Portal online help file https://invoiceportal.kofaxcloud.com/Default.htm#Pages/invoice_edit.htm?Highlight=credit

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