Open the screen Salesinvoices through:
Creating a credit nota is done in the following way:
Het aanmaken van een creditnota gaat als volgt:
When only one or some shipments have to be credited, click the tab sheet Shipments and select those shipments.
Then click Make creditnote. Now only the selected shipments are credited.
The bookings and shipments of a creditnote are listed under the tabs Bookings (correction) and Shipments (correction) and not under Salesorders and Shipments.
A creditnote is easily recognised by the invoice number. This is red for a creditnote.
On the tab sheet General you can find the number of the original invoice. In the example below you can see that invoice 2833 is a credit note (this number is red) en that invoice 2832 is the original invoice.
When creating a creditnote Transpas will ask if you also want to create a debitnote. If the answer is Yes, Transpas will then ask if the debitnote is for a different debtor and you can choose a debtor.
A debitnote can also be recognised by the invoicenumber, which is blue.
Normally a debetnota has the same currency as the original invoice. It is possible to change this.
For this open the screen Company, tab sheet Invoice groups, Groupitem properties:
Set Ask currrency on creation of correction invoice to Yes. When making a debitnote you will be asked whether the currency should be changed.
Postcharging is done in the same way as making a credit note. In the action menu don't choose Make creditnote but choose Make post charge.
A new invoice is made containing the orders. This invoice can be adjusted and sent to the customer.
Here you can also see the invoice number of the original invoice on the tab sheet General.