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Credit notes

From this section, you can view your customers' credit notes and create new documents.

Navigation path: Invoicing → Customers → Credit Notes.

1. Open the credit note list​

Go to the Invoicing module, select Customers in the top menu, and then Credit Notes in the sidebar.

Customer credit note list

The list displays Number, Status, Payment Status, Customer, Invoice Date, Tax Excluded, Tax, and Total.

2. Search and organize records​

At the top of the list, you can:

  • Select the All, Credit Notes, Draft, Posted, Canceled, or Unsecured views.
  • Use Search to find a document.
  • Select Group by to organize the results.
  • Use the filter and column icons to adjust the view.

At the bottom, you can choose how many records to display per page.

3. Create a credit note​

Click Create Credit Notes in the upper-right corner of the list.

4. Complete the general information​

In the General section, complete:

  • Customer: select the customer the credit note is for.
  • Invoice Date: enter the document date.
  • Due Date: enter the corresponding date.
  • Payment Terms: select the appropriate terms.
Credit note general information and ARCA details

Review the prefilled dates and adjust them according to the document you are recording.

5. Complete the ARCA details​

In the ARCA section, select:

  • Point of Sale: the corresponding point of sale.
  • Document Type: the type of credit note you want to record.
  • Concept: the concept of the operation.
  • Currency: the document currency.

To use the point of sale, first configure ARCA under Settings. The procedure is explained in the ARCA Configuration guide.

6. Add products​

Go to the Invoice Lines tab and click Add Product to start adding the products or services corresponding to the credit note.

Invoice lines and credit note creation buttons

7. Review the additional tabs​

The form also includes the following tabs:

  • Other Information.
  • Terms and Conditions.

Open each tab to review and complete the applicable information.

8. Create the record​

Review the details and complete the fields marked with an asterisk.

Then select one of the available options:

  • Create: to create the credit note.
  • Create and create another: to create the record and continue adding another.
  • Cancel: to exit without creating the record.