From your invoice, create a total credit note to be able to modify the data and re-invoice the whole.
✂️ How do I generate a partial credit note ?
🎥 The explanatory video
The steps
You can now issue a total partial credit for an order or credit part of the price of an order
Go to the Billing tab and click on the invoice containing the order(s) to be credited.
Then, click on "More actions > Generate a partial credit"
Choose "Partial Credits" and click on "Transport Credit" :
💡 You can also create a credit line that is not linked to a shipment. For example, if you added a price line without a shipment to the original invoice
Select if you want to:
issue a full credit for a transport present on an invoice
or issue a credit on one of the transport price lines
The total credit of a transport allows you to issue a credit for all billing lines of a transport.
Select the transport you wish to credit and finalize your credit
The partial credit of one of the price lines of a transport allows you to issue a credit for one or more billing line(s) of a transport
Add a credit line with the amount to be credited and save
Add other lines to your credit or finalize your credit
💡
The reference of the initial invoice appears on the credit note.
You can also create partial credit notes from the menu > Credit Note
Create a full credit note :
Open the invoice for which you wish to generate a credit note
Click on "more actions" : Generate a full credit note
Your draft credit note is created: it shows the total amount of the invoice. You can then click on "finalize" to generate the final credit note.
You can now re-invoice the concerned transports
These shipments are displayed in the order well to be invoiced. By clicking on a shipment, you can modify its price if required.
Once you have modified the shipment(s), you can re-select all your shipments for re-invoicing.
You will find all your credit notes in my invoices, attached to the relevant invoice:
Create a bare credit note
You can also create a bare credit note that is not linked to an invoice.
This allows you to manage the following cases:
Annual discount for your customers
Invoicing of a negative fuel surcharge on a separate invoice
Credit note for several invoices
Credit note on part of an invoice
To create a bare credit note, go to the Billing menu, then Credit Notes, and at the top right Create a transport less credit note.
Choose your customer and create your credit note.
💡Certain actions are not possible on other assets :
no additional documents
bare credit notes are not taken into account when calculating the amounts exclusive of VAT when you select several invoices