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Credit note on investment

WC
25/11/2023
Question

I received a credit note for an extra discount on a standing desk. I entered the original purchase as an investment, but when I try to enter the credit note under the investment category, I can’t save it.

Should a credit note on an investment be placed under a different category, or how does that work?

Of course, I could also change the original invoice to a regular expense instead of an investment. It’s about €300 original minus €120 from the credit note.

If the original invoice was €300 and the credit note was €120, the remaining amount is €180, which is less than €250. In that case, it is more convenient to book the purchases as regular expenses rather than as an investment. Otherwise, the depreciation in each year will also be on the low side.

Johan

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You really should try it out for yourself. Even if you don’t have a company number yet, you can already go ahead.

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