The Credit notes

Context:

BRED Germany recently ordered 100 office footrests for a total amount of €8,000.

MASOCIETE sent an invoice for €8,000 and BRED Germany made the payment.

After delivery, BRED Germany discovers that 10 footrests are defective, amounting to €800. Informed of the situation, MASOCIETE accepts the return of the 10 footrests and issues a credit note for refund.

Implementation in Simax

First, you need to create the order and the invoice.

Now you can create a credit note for the invoice by selecting the relevant invoice and clicking on [[Credit note]].

The credit note line must be modified according to the items being returned. In our case, there will be 10 footrests to return.

Finish by clicking [[Save]].

Note that we can see the details of the invoice linked to the credit note in [Related documents].

The credit note can be viewed in Sales > Invoicing > Credit Notes.