In Poland, you must print credit notes according to a specified format. The sales credit note must include the same information as the sales invoice, such as the name and address of the customer and vendor, sales date, document date, the total amounts in words, as well as:

  • Reference (document number) of the original sales invoice.

  • Document date, from the original sales invoice.

  • Corrected and corrective lines.

  1. Click Accounts receivable> Setup> Parametersto open the Accounts receivable parametersform.

  2. On the Updatestab, select the Credit invoicingcheck box to activate credit invoicing for Accounts receivable and Project invoices.

  3. Press CTRL+S or close the form.

  4. Click Project> Setup> Forms> Form setupto open the Form setupform.

  5. On the Invoicetab, in the Country-specific formfield, select the report layout as Polish format.

  6. Press CTRL+S or close the form.

  7. Click Project> Journals> Expenseto open the Journalform.

  8. Press CTRL+N to create a new journal, and enter the required details.

    Note Note

    For more information, see "Expense journal (form)" in the Applications and Business Processes Help.

  9. Click Linesto open the Journal voucherform.

    Note Note

    For more information, see "Bank accounts (form)" in the Applications and Business Processes Help.

  10. In the Projectfield, select a project.

  11. In the Categoryfield, select a category for the transaction.

  12. Click Postto post the journal.

  13. Press CTRL+S or close the form.

  14. Click Project> Common Forms> Project Detailsto open the Projectsform.

  15. Click Invoice> Invoice proposalto open the Invoice proposalform.

  16. Select the invoice transaction and click Create invoiceto open the Create invoiceform.

    Note Note

    For more information, see "Create invoice (form)" in the Applications and Business Processes Help.

  17. In the Invoicing methodfield, select Invoices.

  18. Click OK.

  19. In the Invoice proposalform, click Post invoiceto post the invoice proposal.

  20. In the Projectsform, click Invoice> Invoiceto open the Invoice journalform.

  21. Click Functions> Select for credit noteto open the Select for credit noteform.

  22. Click Selectcheck box to select the corrective transaction.

  23. Click Credit invoicingto open the Credit invoicingform.

  24. In the Reason for correctionfield, enter the reason for the creation of the credit note.

  25. Click OK.

  26. In the Select for credit noteform, click OK.

  27. In the Projectsform, click Invoice> Invoice proposal.

  28. Select the invoice transaction and click Create invoiceto open the Create invoiceform.

  29. In the Invoicing methodfield, select Invoices.

  30. Click OK.

  31. In the Invoice proposalform, click Post invoiceto post the credit note.

  32. Click OKto generate a sales credit note.

See Also