How do I include credit memos or negative values to a Bill?
You can add negative line items to a Bill using the Split button found in the Categories section of the Bill Editor. You will find this option when Creating a new Bill, or when Editing an existing one:
- Head over to the Pay tab / Bills and Invoices subtab.
- You can view the Bills by either using a List view or Kanban view, by clicking on their icons on the top-right corner of the screen.
- Apply filters and/or use the search bar to narrow down your results.
- If in Kanban view, locate the Bill/Invoice under the Pending Approval column.
- If in List view, according to your search and filters, matching results will show on top of the list.
- Click on the Bill you want to edit and open the Bill Details view.
- Click on the Edit ✏ button.
- In the Bill Editor view, head over to the bottom right of the Categories section, with a blue plus sign and click on it.
Please note that the Bill will accept negative values inside the split, but the overall amount total of the Bill must be a positive value. We recommend that you edit the bill in question to add the Credit Memo.
