Connect a credit note to an invoice

To connect a credit note to an invoice, access the Credit note section via the calculator icon on the menu.

Access a credit note and select the Invoice reference field of the credit note line

Click on the box icon inside the field and select an invoice from the list displayed.

The list contains all of the invoices (customer or supplier depending on the credit note type) made with the same business partner indicated on the credit note.

When saving, the total gross price specified in the credit note line appears among the calculations of the chosen invoice.

To see the cancelled amounts inside the invoice you just have to open it and, form the fields at the bottom, click on the blue arrow inside the field Cancelled amount.

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Sengerio SUPPORT | 2020