: :  Generating a Credit Note from an Invoice

Creating a Global Credit Note

This function allows you to cancel and end the selected invoice. La facture doit être comptabilisée.

Creating a Partial Credit Note

This function allows you to partially cancel the selected invoice.

Turning an Invoice Into a Credit Note

Vous pouvez transformer en avoir une facture non comptabilisée qui présente un total négatif. This function is for a small number of users only and preferably aimed at the person in charge of the invoice.

  1. Open an invoice to be turned into a credit note.
  2. Go to Edit > Administration > Convert the invoice into a credit note.

A confirmation message is displayed.

Copying and Turning the Invoice Into a Credit Note

You can create a credit note by retrieving the information contained in the initial invoice.

  1. Open an invoice.
  2. Go to Edit > New > Duplicate the invoice as a credit note.

A new independent credit note opens.

Un-Validating the Credit Note

This function allows you to modify analytical and/or accounting information. In integrated management, Akuiteo automatically reverses.

  1. Open a credit note.
  2. Go to Edit > Unvalidate the Invoice/Credit Note.

A confirmation message is displayed.

Dissociating a Credit Note from an Invoice

To dissociate a credit note from an invoice and correctly recalculating the amounts, you must follow the actions below:

  1. Enable DMF 040723 ACHATS AVOIR DETACHER FACTURE
  2. Use this function from Edit > Administration > Dissociate from the invoice.