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Credit Note Prerequisites

IMPORTANT! An invoice associated with the credit is mandatory for setup.
  • Procuros can only send credit notes that are based on an existing invoice. Please ensure this is always the case. You can easily check this:
  • If you go to the “Documents” tab on the credit note, you should find the associated invoice.

Required Fields

  • Invoicing-GLN
  • ShipTo-GLN
  • Article GTINs / EANs

Credit Note Workflow

1

Create credit note

Relevant credits are generated via the “Create credit” button.
2

Check the link

The “Create credit note” option is only displayed if you have previously selected “Create open items” for the associated invoice.
3

Set status

In order for Procuros to be able to export the credit, it must have the status “Open items created”. This status is achieved by simply saving the credit.

Troubleshooting Document Sending

If problems occur when sending documents:
  1. Missing mandatory fields: Check if all required fields are filled out
  2. Incorrect status: Make sure the correct status is set
  3. Missing master data: Check if all necessary master data (GLN, GTIN, etc.) is stored
  4. Missing link for credit notes: Check if the credit note is linked to an invoice
For persistent problems, please contact Procuros support at [email protected] with a detailed description and the affected document numbers.
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