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How do I create a subsequent debit note in response to quantity differences after invoicing?


In metasfresh, you can create subsequent debit notes with adjustment charges if, after invoicing, a credit balance results in your favor, e.g., due to quantity differences after a delivery. The subsequent debit notes are directly linked to the corresponding invoices, which makes the changes seamlessly traceable for the accounting department.


Create a subsequent debit note

  1. Open “Sales Invoice” from the menu.
  2. Use the filter to find the entry of the completed invoice for which you want to create a subsequent debit note and open it.

    Note: Alternatively, use a sales order’s related documents to jump to the corresponding invoice.

  3. Start the action “Nachbelastung” (Adjustment charge). An overlay window opens up.
  4. Pick the Document Type Nachbelastung - Mengendifferenz (Adjustment Charge - Quantity diff).
  5. Click “Start” to create an invoice document for the subsequent debit note and close the overlay window.

Record the quantity difference

  1. 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 Type Nachbelastung - Mengendifferenz which has already been found by the filter.
  2. 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.
  3. Select and delete all lines irrelevant for the subsequent debit note.
  4. Optional: Click "Batch entry" to add lines.

    Note: Use shortcut Alt + Q / ⌥ alt + Q.

Complete the subsequent debit note

  1. Complete the document.
  2. Open the PDF preview.


View source file on GitHub.com