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Create a credit note for an invoice with an advance payment

Depending on operational and accounting requirements, changes to the segment and the spreadsheet are no longer possible once the invoice number has been assigned. Incorrect invoices are corrected by issuing a credit note (correction or cancellation invoice).
Recommended action: Delete any assignments of advance invoices.

Important: When using an FA interface, check for the specifications of that interface! The following recommended action is NOT suitable for all interfaces.

Create a credit note for an incorrect Final invoice

  1. Click on the dropdown dropdown triangle in front of the final invoice and right-click on the already assigned and correct Rechnung Akonto Advance invoice, then select Rechnung Akonto Release advance invoice.
  2. Right-click on the (incorrect) final invoice and select Rechnung Gutschrift Create credit note.
  3. Confirm the name suggested for the new segment or enter a different name that signals the relation to the original invoice.
  4. Click on Rechenblatt Spreadsheet and confirm the prompt by clicking on Save.
  5. A consecutive, unchangeable number is generated automatically or manually when a credit note is created. Confirm the prompt by clicking OK.
  6. If necessary, select a different refresh Invoice template by clicking on vorlage brief Standard.
  7. In the credit note, the invoice amount is set to minus in order to balance out the turnover.
  8. Create a new final invoice and reassign the advance invoice.

Create a credit note for an incorrect Advance invoice

  1. Click on the dropdown dropdown triangle in front of the final invoice and right-click on the incorrect Rechnung Akonto Advance invoice, then select Rechnung Akonto Release advance invoice.
  2. Right-click on the now released, incorrect Rechnung AkontoAdvance invoice and select edit  Convert to > Rechnung  Invoice.
  3. Right-click on this "normal" invoice process and select Rechnung Gutschrift Create credit note.
  4. Confirm the name suggested for the new segment or enter a different name that signals the relation to the original invoice.
  5. Click on Rechenblatt Spreadsheet and confirm the prompt by clicking on Save.
  6. A consecutive, unchangeable number is generated automatically or manually when a credit note is created. Confirm the prompt by clicking OK.
  7. If necessary, select a different refresh Invoice template by clicking on vorlage brief Standard.
  8. In the credit note, the invoice amount is set to minus in order to balance out the turnover.
  9. Create a new advance invoice and assign it to the final invoice.