Tutorials

Documentation of tracezilla

Create credit note - Add or change discount

See how to create a credit note and add or change a discount on a sales order.

You will find more tutorials to create credit notes due to specific reasons here.

 

A discount must be added

If you forgot to add a discount to an order, you can either

  • 1) credit the entire invoice, add the discount and create a new invoice
  • 2) or create a credit note containing only the discount

 

1) Credit and create new invoice

  1. Go to the relevant sales order.
  2. Click the arrow next to the invoice. Select Go to.
  3. Click Create Credit Note. Confirm by clicking Create Now. Create credit note for the invoice
  4. Send the credit note to the customer.
  5. Click Go Back.
  6. Click the tab Service Lines.
  7. Click Create service line.
  8. Fill in the fields. You may want to look in the tutorial for service lines. Remember to enter a minus. Create service line for discount
  9. Click Create +/- invoice.
  10. Check that all information in the dialog window is correct. If relevant, write a comment in the field Remarks.
  11. Click Create first as Draft.
  12. Click View document and check that the credit note is correct. If it is correct then click Re-sync and Finalize.
  13. Send the document to the customer.

Example of invoice after crediting, adding a discount and creating a new invoice Ny faktura med rabatlinje

 

 

2) Create a credit note with the discount

  1. Go to the relevant sales order.
  2. Click the tab Service Lines.
  3. Click Create Service Line.
  4. Fill in the fields. You may want to look in the tutorial for service lines. Remember to enter a minus. Add discount as a service line
  5. Click Create +/- invoice. When the change results in a negative total amount, the document will be issued as a credit note.
  6. Check that all information in the dialog window is correct. If relevant, write a comment in the field Remarks.
  7. Click Create first as Draft.
  8. Click View document and check that the credit note is correct. If it is correct then click Re-sync and Finalize.
  9. Send the document to the customer.

Example of credit note after adding discount and creating a +/- invoice Credit note with a discount

 

 

A discount must be changed

If you have entered an incorrect percentage or an incorrect amount on a discount (service line), a credit note must be created for the entire invoice, the discount must be changed and a new invoice created.

  1. Go to the relevant sales order.
  2. Click the arrow next to the invoice. Select Go to.
  3. Click Create Credit Note. Confirm by clicking Create Now.
  4. Send the credit note to the customer.
  5. Click Go to order.
  6. Click the tab Service Lines.
  7. Click Edit next to the service line with the discount.
  8. Correct in the field Percentage/Price. Remember to enter a minus. If relevant, correct the text in the field Line text. Click Save. Edit discount service line
  9. Click Re-calculate on the right side.
  10. Click Create +/- invoice.
  11. Check that all information in the dialog window is correct. If relevant, write a comment in the field Remarks.
  12. Click Create first as Draft.
  13. Click View document and check that the credit note is correct. If it is correct then click Re-sync and Finalize.
  14. Send the document to the customer.

Example of new invoice after crediting the first invoice and correction of discount Credit note with discount

Outline