Credit Note¶
The Credit Note module (CreditNote) is used to correct an original invoice (e.g., for complaints, returned goods, or billing errors).
Creation from Invoice¶
- Open the original Invoice.
- In the action menu, select Create Credit Note.
- The system automatically:
- Copies the header and customer.
- Takes over items with negative prices.
- Creates a link to the original invoice.
Amount Logic¶
A Credit Note typically has a negative total amount. * If refunding money: Create an Outgoing Payment (or negative incoming) and pair it. * If offsetting against another invoice: Use the offset function (if available) or internal settlement.