💡 There are two scenarios in which you may need to credit an already issued invoice:
The goods are returned to you and are therefore added back to your stock in Douano.
The goods remain in the customer’s possession, but the customer must be credited for all or part of the amount.
Scenario 1: you take the goods back into stock
💡 This way of crediting applies in two situations:
The order was never shipped, but the customer received and/or already paid the invoice.
The customer refuses the order and returns the goods.
In both cases, you will create a credit note for the customer and take the goods back into stock in Douano.
To do this, create a new Sales Order for the customer under Sales - Orders.
Copy all products and their prices from the original order into Returned products and confirm the order.
💡 If Douano requires a lot/batch number and/or expiration date for the returned products, you will need to enter this in Logistics – Orders. Open the order, fill in the details, and confirm.
Then, under Invoicing - Billable sales transactions, create the invoice (credit note), book it, and send it to the customer. Since the products are returned, the invoice will automatically be converted into a credit note for the full invoice amount. This way, the customer will not have to pay the invoice.
Scenario 2: The goods remain with the customer
💡 The customer does not wish to return goods or receive a new invoice. Due to a mistake in the invoice, they overpaid and require a credit note.
Create a separate invoice under Invoicing - Sales invoices by clicking the green plus button.
Use a line under Miscellaneous to credit the amount that the customer overpaid.
Enter a description, typically a reference to the invoice being credited.
As 'quantity' enter -1 (this turns the invoice into a credit note).
Enter the amount to be credited under “price.”
Optionally, add a remark under Notes.
Finally, book the invoice and send it to the customer.