How do I create a credit note in response to quantity differences after invoicing?
In metasfresh, you can create credit notes (or memos) if, after invoicing, a credit balance results in favor of the customer, e.g., due to quantity differences after a delivery. The credit notes are directly linked to the corresponding invoices, which makes the changes seamlessly traceable for the accounting department.
Start the action “Gutschrift erstellen” (Create credit note). An overlay window opens up.
Pick the Document TypeCredit Memo - Deliver Diff.
Click “Start” to create an invoice document for the credit note and close the overlay window.
Record the quantity difference
Use the completed invoice’s related documents to jump into the window “Sales Invoice” again (under BILLING and then “Invoice (Customer)” in the sidebar) and then open the associated invoice entry with the Target Document TypeCredit Memo - Deliver Diff which has already been found by the filter.
Go to the record tab “Invoice Line” at the bottom of the page and enter the amount of the quantity difference into the field in the column Quantity TU and/or Quantity of the relevant line.
Select and delete all lines irrelevant for the credit note.