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Create a credit note for an invoice

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).

  1. Right-click on the incorrect invoice segment and select Rechnung Gutschrift Create credit note.
  2. Confirm the name suggested for the new segment or enter a different name that signals the relation to the original invoice.
  3. Click on Rechenblatt Spreadsheet and confirm the prompt by clicking on Save.
  4. A consecutive, unchangeable number is generated automatically or manually when a credit note is created. Confirm the prompt by clicking OK.
  5. Select a different refresh Invoice template by clicking on vorlage brief <Standard> if needed.
  6. In the credit note, the invoice amount is set to minus in order to balance out the turnover.