Create a credit note

Do you need to create a credit note but can't remember how?

Go to the list of invoices and follow the guide:

Good to know:

• Credit note amount:
  • In the credit note creation form, the amounts displayed include the categories invoiced (work, meals, waiting, etc.) and the VAT rates.
  • If you wish to generate a partial credit note, it is important to select the line(s) that will carry the amounts to be reimbursed.
    
    
• Payment management:
  We advise you to leave the "Automatically manage payments" box ticked. The system will then automatically :
  • Modify the list of payments for the initial invoice, to include the amount of the credit note as total or partial payment of the invoice.
  • Define the credit note as "paid".
    
    
• Accounting:
  • Credit notes are numbered differently from invoices. It can be configured by the support team.
  • Credit notes generated in WAY-Plan will form part of the "accounting export" files.
    
    
• Statistics:
  • As credit notes are considered as "reverse invoices", their amounts are counted in the turnover statistics.