Crediting lines

It is possible that the sum or the quantity delivered stated on a sales invoice turns out to be incorrect. You can correct this mistake by creating a credit invoice, and - if the invoice sum is incorrect - by also creating a new sales invoice.

Correct delivered quantity on sales invoice

If it turns out that the quantity on a sales invoice is incorrect, you can correct the error by creating a credit invoice. The procedure consists of the following steps:

1. Correct the shipping note.

   Sometimes the quantity entered on a shipping note does not correspond with the actual number of parts delivered. Perhaps, at the time of delivery, not all parts were ready, or the shipping note was returned by the customer with a correction to the quantity received. In this case, you can correct the quantity on the shipping note. The way you make corrections depends on whether or not the shipping note has been processed.

   Correcting unprocessed shipping notes

   Select the shipping note line you want to change and correct it.

   Correcting processed shipping notes

   1. Creating and processing negative shipping notes
      • In the Shipping module, select the shipping line you want to change.
      • Deselect the Complete check box.
      • Enter the total negative quantity in the To ship field.
      • Authorize the shipping line and create a shipping note.
      • Print the shipping note or select the print status 'Printed' on the shipping note.
      • Process the shipping note.
   2. Creating and processing correct shipping notes
      • Select the shipping line from which you want to create a new shipping note.
      • Deselect the Complete check box.
      • Enter the correct quantity in the To ship field.
      • Authorize the shipping line and create a shipping note.
      • Print the shipping note or select the print status 'Printed' on the shipping note.
      • Process the shipping note.
2. On the Invoice recommendations form, select the line relating to the negative shipping note.
3. Enter the over-invoiced sum, as a negative amount.
4. Authorize the invoice recommendation.

Create a sales invoice.

Correct sales invoice sum

If it turns out that the amount of a sales invoice is incorrect, you can correct the error by creating a credit invoice. The procedure consists of the following steps:

1. Correct the shipping note.

   Sometimes the quantity entered on a shipping note does not correspond with the actual number of parts delivered. Perhaps, at the time of delivery, not all parts were ready, or the shipping note was returned by the customer with a correction to the quantity received. In this case, you can correct the quantity on the shipping note. The way you make corrections depends on whether or not the shipping note has been processed.

   Correcting unprocessed shipping notes

   Select the shipping note line you want to change and correct it.

   Correcting processed shipping notes

   1. Creating and processing negative shipping notes
      • In the Shipping module, select the shipping line you want to change.
      • Deselect the Complete check box.
      • Enter the total negative quantity in the To ship field.
      • Authorize the shipping line and create a shipping note.
      • Print the shipping note or select the print status 'Printed' on the shipping note.
      • Process the shipping note.
   2. Creating and processing correct shipping notes
      • Select the shipping line from which you want to create a new shipping note.
      • Deselect the Complete check box.
      • Enter the correct quantity in the To ship field.
      • Authorize the shipping line and create a shipping note.
      • Print the shipping note or select the print status 'Printed' on the shipping note.
      • Process the shipping note.
2. On the Invoice recommendations form, select the line relating to the negative shipping note.
3. Enter the incorrect sum invoiced, as a negative sum.
4. Authorize the invoice recommendation.
5. Create a sales invoice.
6. On the Invoice recommendations form, select the line relating to the new shipping note.
7. Enter the correct price.
8. Authorize the invoice recommendation.
9. Create a sales invoice.

Create credit invoice for costs and services

If it turns out that a sales invoice for costs or services is incorrect, you can correct the error by creating a credit invoice. The procedure consists of the following steps:

1. On the Invoice recommendations form, select the sales order and the sales line for which you want to create a credit invoice.
2. Enter the sum to be credited as a negative amount.
3. Authorize the invoice recommendation.

Create a sales invoice.