Creating a credit note for outgoing invoice

1. Open credit notes.

2. Click Create credit note

3. Select Outgoing as a purpose.

4. Select the outgoing invoice you want to correct.

5. Click Create credit note

Customer

The customer in the credit note is taken from the linked invoice.

You cannot change the customer in the credit note linked with the invoice.

Positions

6. Click Add positions

6.1. Select the product from the list.

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

6.2. 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.

6.3. Click Add position

Billing details

7. Click Billing

7.1. 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.

Payment method

If you have selected the manual bank transfer, you need to specify the IBAN of your business partner.

Payment reference

The payment reference is generated automatically.

Billing address

The billing address is taken from the linked outgoing invoice.

8. Click Create to create an outgoing credit note.

Creating a credit note from the invoice

1. Open the outgoing invoice.

2. Click More actions

3. Click Create credit note.