Creating Credit Notes
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.
Creating a Credit Note
Open Invoice
- Open the invoice for which you want to create a credit note.
- Click “Create Credit Note” in the top right corner.
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
Enter Credit Note Data
The credit note document contains similar sections to an invoice:
Managing Line Items
Review Line Items
All positions from the original invoice are listed. You can:
- Adjust quantities
- Correct prices
- Remove positions
Set Credit Note Amounts
- Click on the position to be corrected.
- Enter the credited quantity.
- Adjust the price if necessary.
- The system automatically calculates the credit amount.
The credited quantity cannot exceed the originally invoiced quantity.
Discounts and Fees
Like an invoice, credit notes allow for global adjustments:
Review and Send Document
Check Mandatory Fields
The system automatically verifies:
- Credit note number
- Credit note date
- Reference to the original invoice
- Correct amounts and quantities
Resolve Issues
- Problematic fields are highlighted in red.
- Error messages provide correction hints.
- Use “Next Issue” for systematic correction.
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.
Was this page helpful?