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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.

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Required Fields

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

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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.

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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.