---
title: "Partial Crediting of a Subscription"
description: "This guide demonstrates how to create a manual partial credit note and how to use the credit note to offset the invoice."
url: https://www.fenerum.com/en-DK/docs/billing/invoices/Partial-crediting-of-a-subscription/
updated_at: "2024-05-02T14:32:00"
---
NOTE: This article applies only to invoices that have not yet been paid.

This means that the invoice status must be open

## Part 1: Creating a Manual Credit Note

**Step 1: New draft invoice line under Pending Charges**

Create a draft invoice line with a negative amount corresponding to the outstanding balance. For example, if you want to offset an invoice for 118.75 DKK, you should enter (-118.75 DKK) to balance it to 0 DKK.

You can fill in the Description with an optional title, for example, crediting a user.

Remember to consider the following:
“Collect VAT”: Whether VAT should be added to the invoice.
“Include in next renewal invoice”: Whether it should only be issued together with the subscription renewal.

**NOTE:** The specified date should be today's date if you want to offset the balance immediately. If not, the date field should be filled with the desired offset date.

After filling out the draft invoice line with the desired amount and offset date, click on the save button. Your action can now be seen under draft invoice lines.

**Step 2: Draft invoice lines**

Click on generate invoice.

**Step 3: Generate pending invoices**

Here, select the collection method, which should be the same collection method as the original invoice was issued in.

Payment terms - set to 0 if payment is to be made upon receipt of the invoice, or as needed.

After clicking save, this invoice will automatically be created as a credit note since the amount is negative.

## Part 2: Matching Credit Note with Original Invoice

**Step 1: Find the credit note**

The easiest way to find your recently created invoice is by scrolling down to Last 5 invoices and locating it.

Click on the Credit Note text.

**Step 2: Click on apply credit to**\
Next, click on Apply credit to as shown in the image below.

**Step 3: Apply credit note to invoice**
Here, select the invoice you want to offset based on its invoice number.

**Step 4: Transactions**\
Now, under transactions, you can see that there is a settlement with the status Paid. If you click on the invoice, you can see that the balance has been offset.

**Step 5: Invoice XXXX (Paid)**

The invoice balance now shows 0 DKK.

---

## Navigation

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