Credit notes and invoice corrections are used when an amount needs to be credited back to a customer or when an existing invoice needs to be corrected.
This is different from the credit note procedure. In the credit note procedure, the customer sends you a credit note or self-billing document. In this article, you create the credit note or invoice correction yourself in Logistiqo.
When should you use this function?
Use this function if you want to create a credit document for a customer, for example because:
- an invoice amount needs to be corrected
- a service was charged incorrectly
- a customer should receive a credit for a specific amount
- a manual credit note is required
- the correction should be documented as a separate accounting document
If the entire invoice should be cancelled, use the normal cancellation or reversal workflow instead.
Creating a credit note or invoice correction
Go to Accounting > Debtors > Invoice.
- Open the table selection in the invoice module.
- Select Direct Credit Note if you want to create a manual credit note.
- Select Invoice Correction if you want to create an invoice correction.
- Select the credit note or correction position that should be used.
- Click New.
Logistiqo now creates a new credit note or invoice correction based on the selected position.
Completing the document details
Fill in the required information for the credit note or invoice correction.
Important fields are:
- Customer: The customer who should receive the credit note or correction.
- Shipment: Optional. Use this field if the document refers to a specific shipment.
- Name: The heading or short name of the position.
- Description: The text that describes the reason or content of the position.
- Date / Service Date: The date of the credited service or correction.
- Amount: The net amount of the credit note or correction position.
If more than one position is needed, add further positions before saving the document.
Saving the credit note or correction
After entering the required data, click Next to confirm the entries.
The credit note or invoice correction is then created and can be checked before saving. Review the customer, address, amount, VAT breakdown, and positions carefully.
When everything is correct, click Save. After saving, Logistiqo assigns a document number.
Important notes
A credit note or invoice correction affects the customer’s invoice balance and should only be created when the amount and reason are clear.
If the original invoice has already been exported to accounting or to a tax advisor, the invoice itself may no longer be editable. In that case, a credit note, invoice correction, or cancellation is usually the correct way to document the change.
For printing, emailing, attachments, and later review, credit notes and invoice corrections use the same general invoice functions as regular invoices in Logistiqo.