Creating a credit note for incoming invoice

1. Open credit notes.

2. Click Create credit note

3. Select Incoming as a purpose.

4. Select the incoming invoice you want to correct.

5. Click Create credit note

File

6. Upload the credit note file.

Drag the file here or click to select it from a folder.

Business partner

The business partner in the credit note is taken from the linked invoice.

You cannot change the business partner in the credit note linked with the invoice.

Properties

7. Enter the external credit note number.

7.1. Specify the issue date.

Reverse charge

This setting is transferred from the invoice you selected, and you cannot change this setting.

Cost center

If necessary, you can select a cost center.

Positions

8. Click Add positions

8.1. Select the product from the list.

Please note: only positions contained in the invoice you selected are available in this list.

8.2. Specify quantity and amount.

Quantity

Specify the quantity by which you need to reduce the number of positions in the selected invoice.

Amount

Specify the amount by which you need to reduce the position amount in the selected invoice.

Advanced settings

Advanced settings in credit notes cannot be changed and are transferred from the selected invoice.

8.3. Click Add position

Billing details

9. Specify billing details.

By default, billing details are transferred from the selected invoice, but if necessary, you can choose another payment method and update the information.

10. Click Create to create an incoming credit note.