Credit Notes - Including Details of the Original Invoice on a Credit Note

A Credit Note created using the method described here is a reversal of the original Invoice. In some countries (e.g. Poland), Credit Notes are not used to reverse Invoices but to correct them.

If you want to make use of this feature, create the Credit Note by opening the original Invoice and then selecting 'Correction Invoice' from the Create menu. The Invoice rows will be duplicated and divided into two sections, labelled "Before" and "After". The "Before" section contains the rows from the original Invoice. The "After" section contains the rows to be corrected (these rows are also marked with a "K"). Change these rows as appropriate, by entering the correct quantities and/or prices. In the example illustrated below, the original Invoice was for three Item 10101s and three Item 10102s. It should have been for two 10101s and one 10102, so the "K" rows have been changed appropriately. Item 10111 was correct on the original Invoice, so no change has been made to the final "K" row:

If an Invoice was issued in error, you should set all quantities in the "K" rows to zero in the Correction Invoice.

Mark the Correction Invoice as OK, save it and print, all in the usual way.

By default, a Correction Invoice will not change stock quantities and values (in this respect it is similar to a Credit Note). Please refer to the page describing the Cost Accounting feature for details. It is not recommended that you increase quantities in Correction Invoices, because stock values may not be updated correctly. Instead, you should issue a new Invoice for the increase.


The Invoice register in Standard ERP:

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