Invoice Credit Notes and Additonal invoices

When a booking is edited, an additional credit note or additional invoice will be generated based on the change in value of the booking.

A Credit note will be created if total amount of an edited booking is less than the total amount of invoices in Xero based on the period of the invoice. The credit note will need to be approved and allocated to an invoice in Xero. 

An additional invoice will be created if total amount of edited booking is greater than the total amount of invoices in Xero based on the period of the invoice.




Credit notes and additional invoices will take about 4 minutes to appear in Xero.

If the program changes (session price etc) and affects the price of invoice, based on the total amount difference showing on invoice confirmation it will create either a credit note or additional invoice, which may possibly include negative amounts on the invoice lines. If amount difference is 0, then additional invoice is created with amount $0 and description of changes.

If payment frequency changes, aimy Plus generates new invoices from first booking, doesn't matter if there is an old invoice in Xero account. This means no credit note or additional invoice is created.

Credit notes and Additional invoices will have references on them from invoices generated through confirming with invoices in the booking manager 

• Related Articles

• Invoice Manager to Xero Process

  This document covers the process of transferring Invoicing systems from using the aimy Plus Invoice Manager to Xero and how to reconcile the outstanding amounts in your aimy Plus portal.   Best Practises If possible, do this changeover between terms. ...

• Management of invoices in Invoice manager

  Using the aimy Plus invoice manager you can manage invoices that need to be sent to parents or create new ones. You can also view and download invoices as well.  Invoice manager draft invoice To create a draft invoice click "New Invoice" button at ...

• Invoice Manager Statement

  Statements can be sent to parents by using the send statements button. Options include sending a statement about all activities invoices and payments or just outstanding invoices Click the Send Statements button at the top of the invoice manager ...

• Invoice manager Overpayment

  By using this feature we can add an Overpayment and allocate it to selected invoices or get refund. 1- Click on Finance  > invoice manager 2- Click on New Overpayment button to create a new overpayment 3- In add overpayment page enter the following ...

• Booking Manager

  The booking manager is where you can view pending bookings, confirm bookings, cancel bookings, edit bookings, The dropdowns at the top of the booking manager show site name, term and the ability to search bookings by parent or child. Information ...