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Sending Credit Notes

Credit notes are used to correct invoices that have already been issued.

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Prerequisites for Credit Notes

The following prerequisites must be met for sending credit notes:
  • A corresponding invoice must already exist
  • The credit note must be marked as a “Cancellation invoice”
  • Procuros only transmits credit notes of this type
Only credit notes marked as “Cancellation invoice” are accepted by trading partners. This checkbox must be set when processing the credit note.

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Required Fields

The following fields must be correctly filled out:
  • Customer order number (on order & delivery note)
  • Planned delivery date (on order & delivery note)
  • GLNs (Global Location Numbers)
  • Procuros free field on the customer
  • GLN of the delivery address on the customer

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Process for Sending Credit Notes

1

Create test cancellation invoice

Create a test cancellation invoice from a relevant existing invoice and mark it as a “Cancellation invoice”.Gutschrift 2.jpg
2

Configure workflow status

The document must be in the workflow status “approved”.
3

Automatic export

If all prerequisites are met, the cancellation invoice will be automatically exported by Procuros.
4

Approval process

Share the document number with Procuros and provide a PDF example. After positive feedback, credit notes can be sent regularly.