Home → Records → Accounting page → Adding a credit (with accounting integration)
2.9. Adding a credit (with accounting integration)
Once an invoice has been raised, you may need to raise a credit for the invoice record.
To raise a credit, click the "Add Credit” button.
Complete all items as required, making sure to enter the correct amount to credit, changing the "Email Cover" used and changing the "Template" used. Once set click "Submit".
Your credit will now be "Added to Queue" to be passed to your accounts package.
You can then sync RubiCRM with your accounts package. Depending on your level of integration/automation once your credit has a Credit Number you can choose the "Print PDF" option to generate a PDF copy of the credit for sending. Your accounting integration may do this for you depending on your setup specifications.