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.

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Creating a Credit Note

1

Open Invoice

  1. Open the invoice for which you want to create a credit note.
  2. Click “Create Credit Note” in the top right corner.
2

Verify Basic Data

The most important details are automatically taken from the original invoice:
  • Invoice number of the original invoice
  • Order number
  • Delivery note number
  • Partner information

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Enter Credit Note Data

The credit note document contains similar sections to an invoice:

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Managing Line Items

1

Review Line Items

All positions from the original invoice are listed. You can:
  • Adjust quantities
  • Correct prices
  • Remove positions
2

Set Credit Note Amounts

  1. Click on the position to be corrected.
  2. Enter the credited quantity.
  3. Adjust the price if necessary.
  4. The system automatically calculates the credit amount.
The credited quantity cannot exceed the originally invoiced quantity.

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Discounts and Fees

Like an invoice, credit notes allow for global adjustments:

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Review and Send Document

1

Check Mandatory Fields

The system automatically verifies:
  • Credit note number
  • Credit note date
  • Reference to the original invoice
  • Correct amounts and quantities
2

Resolve Issues

  1. Problematic fields are highlighted in red.
  2. Error messages provide correction hints.
  3. Use “Next Issue” for systematic correction.
3

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.