A credit note must contain a reference to the original invoice, all corrected and corrective lines, and the reason for the correction. A corrected line is the original invoice line with a negative sign, and cannot be modified. A corrective line is the original invoice line with a positive sign, which can be modified.

A corrective invoice with a positive amount is treated as a credit note.

Note Note

The negative sign (-) indicates what is corrected and the positive sign (+) indicates what the correction should be. For each item number, the reason of correction is printed.

  1. Click Accounts receivable> Common Forms> Sales Order Detailsto create a sales order.

    Note Note

    You can also create a credit note for correction from the Free text invoiceform.

  2. Press CTRL+N to create a sales order, and enter the required details.

    Note Note

    For more information, see "Create a sales order" in the Applications and Business Processes Help.

  3. Click Functions> Create credit noteto open the Create credit noteform.

    Note Note

    By default, the Create corrective linescheck box is selected in order to create both the corrected and corrective lines.

  4. Select the line to correct, and then click OK.

    Note Note

    In the Sales orderform, in the lower pane, corrected and corrective lines are created.

  5. For the corrective line, in the Quantityfield, make corrections for the quantity ordered in inventory units. You can also modify the corrective line values in the Unit price, Warehouse, Department, Cost center, and Purposefields.

  6. Click Function(lower pane) > VAT groupto change the VAT group for the corrected line.

  7. In the Sales tax groupand Item sales tax groupfields, select the tax groups.

  8. Click OKto change the tax groups.

  9. In the Sales orderform, click Posting> Invoiceto post the corrective invoice.

    Note Note

    If the correction makes the total invoice amount positive, the invoice is treated as a credit note.

  10. In the Posting invoiceform, click OKto generate the credit note.

See Also