# Allow quickly creating credit notes by marking which items from an invoice need crediting

**URL:** <https://community.breww.com/t/allow-quickly-creating-credit-notes-by-marking-which-items-from-an-invoice-need-crediting/2522>\
**Category:** Ideas & feature requests\
**Tags:** idea-completed\
**Created:** [11 May 2023 16:31 UTC](https://community.breww.com/t/allow-quickly-creating-credit-notes-by-marking-which-items-from-an-invoice-need-crediting/2522 "2023-05-11T16:31:23Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![glenn-heinzel](https://community.breww.com/user_avatar/community.breww.com/glenn-heinzel/32/796_2.png) [@glenn-heinzel](https://community.breww.com/u/glenn-heinzel)\
**Post date:** [11 May 2023 16:31 UTC](https://community.breww.com/t/allow-quickly-creating-credit-notes-by-marking-which-items-from-an-invoice-need-crediting/2522/1 "2023-05-11T16:31:24Z")

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We “sell” stock to our taproom and then issue a credit note to cover the transaction.

Creating a credit note to cover this transaction is laborious because we need to add each item sold individually. Therefore it’d be great if I could look up the sale and then choose to issue a credit note against it in it’s entirety.

It would probably be handy to have a check box approach so that individual items could be selected, but having an easy way to credit against the entire invoice is my priority.

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [11 May 2023 17:03 UTC](https://community.breww.com/t/allow-quickly-creating-credit-notes-by-marking-which-items-from-an-invoice-need-crediting/2522/2 "2023-05-11T17:03:02Z")

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Thanks for the great suggestion, Glenn, I can see how this would be really useful.

I’m not saying that we won’t build this (we will), but just in the meantime, can I ask why you don’t just sell to yourself as a £0 value invoice? If you prepared the order and then added a discount of the full amount (or even made a price book with everything at £0), this would remove the need for the credit note completely.

I thought this was worth mentioning as it might save you time before we’ve had a chance to build your suggestion.

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**Author:** ![gijs-van-wiechen](https://community.breww.com/user_avatar/community.breww.com/gijs-van-wiechen/32/434_2.png) [@gijs-van-wiechen](https://community.breww.com/u/gijs-van-wiechen)\
**Post date:** [12 May 2023 10:22 UTC](https://community.breww.com/t/allow-quickly-creating-credit-notes-by-marking-which-items-from-an-invoice-need-crediting/2522/3 "2023-05-12T10:22:13Z")

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We use a 100% discount price book for internal sales - you can still get the costs through the margin reports

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**Author:** ![glenn-heinzel](https://community.breww.com/user_avatar/community.breww.com/glenn-heinzel/32/796_2.png) [@glenn-heinzel](https://community.breww.com/u/glenn-heinzel)\
**Post date:** [12 May 2023 10:33 UTC](https://community.breww.com/t/allow-quickly-creating-credit-notes-by-marking-which-items-from-an-invoice-need-crediting/2522/4 "2023-05-12T10:33:47Z")

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That is perfect - thanks!

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**Author:** ![glenn-heinzel](https://community.breww.com/user_avatar/community.breww.com/glenn-heinzel/32/796_2.png) [@glenn-heinzel](https://community.breww.com/u/glenn-heinzel)\
**Post date:** [12 May 2023 10:34 UTC](https://community.breww.com/t/allow-quickly-creating-credit-notes-by-marking-which-items-from-an-invoice-need-crediting/2522/5 "2023-05-12T10:34:02Z")

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That’s great, thank you!

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [13 May 2024 10:43 UTC](https://community.breww.com/t/allow-quickly-creating-credit-notes-by-marking-which-items-from-an-invoice-need-crediting/2522/6 "2024-05-13T10:43:40Z")

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I appreciate the original reason for this may have been resolved by using a zero-value invoice, but it’s still a great suggestion and I’m pleased to confirm that it’s been implemented now (in conjunction with the related request at [Credit Notes - Derived From - Allocated Against & General Improvements](https://community.breww.com/t/credit-notes-derived-from-allocated-against-general-improvements/3180)) 🎉

For more, please see the updated help guide at [How to create a credit note](https://community.breww.com/t/how-to-create-a-credit-note/757).

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**Author:** ![luke](https://community.breww.com/user_avatar/community.breww.com/luke/32/3636_2.png) [@luke](https://community.breww.com/u/luke)\
**Post date:** [18 May 2024 10:44 UTC](https://community.breww.com/t/allow-quickly-creating-credit-notes-by-marking-which-items-from-an-invoice-need-crediting/2522/7 "2024-05-18T10:44:11Z")

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