Learn how to create and manage credit notes for existing invoices in Procuros WebEDI.
A credit note is a document used to correct or partially cancel an already sent invoice. It allows you to refund amounts due to returns, price adjustments, or complaints.
Open Invoice
Verify Basic Data
The most important details are automatically taken from the original invoice:
The credit note document contains similar sections to an invoice:
Header Data (Credit Note Information)
Party Information
All relevant details about the involved trading partners:
Item Positions
A detailed tabular overview of all order or invoice positions, including:
Discount / Surcharge Levels
Overview of all price-related additions and deductions:
Payment Terms
Details of the agreed payment conditions:
Review Line Items
All positions from the original invoice are listed. You can:
Set Credit Note Amounts
The credited quantity cannot exceed the originally invoiced quantity.
Like an invoice, credit notes allow for global adjustments:
Available Options
Check Mandatory Fields
The system automatically verifies:
Resolve Issues
Send Credit Note
After a successful review, send the credit note by clicking “Send.”
The credit note is automatically linked to the original invoice and displayed in the document history.
Learn how to create and manage credit notes for existing invoices in Procuros WebEDI.
A credit note is a document used to correct or partially cancel an already sent invoice. It allows you to refund amounts due to returns, price adjustments, or complaints.
Open Invoice
Verify Basic Data
The most important details are automatically taken from the original invoice:
The credit note document contains similar sections to an invoice:
Header Data (Credit Note Information)
Party Information
All relevant details about the involved trading partners:
Item Positions
A detailed tabular overview of all order or invoice positions, including:
Discount / Surcharge Levels
Overview of all price-related additions and deductions:
Payment Terms
Details of the agreed payment conditions:
Review Line Items
All positions from the original invoice are listed. You can:
Set Credit Note Amounts
The credited quantity cannot exceed the originally invoiced quantity.
Like an invoice, credit notes allow for global adjustments:
Available Options
Check Mandatory Fields
The system automatically verifies:
Resolve Issues
Send Credit Note
After a successful review, send the credit note by clicking “Send.”
The credit note is automatically linked to the original invoice and displayed in the document history.