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[IMP] Accounting: update credit notes and refunds

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task- 4985926

closes odoo/documentation#16862

X-original-commit: c324181f8f
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Jacqueline Bakala (jacb) <jacb@odoo.com>
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jacbodoo
2026-03-13 12:56:17 +00:00
parent 42a625365e
commit 97799320c4
1 changed files with 7 additions and 8 deletions
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15
content/applications/finance/accounting/customer_invoices/credit_notes.rst
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@@ -30,16 +30,15 @@ In most cases, credit notes are created directly from the corresponding invoices
go to :menuselection:`Accounting --> Customers --> Invoices`, open the relevant invoice, and click
:guilabel:`Credit Note`.
In the :guilabel:`Credit Note` window, fill in the :guilabel:`Reason displayed on Credit Note` and
update the :guilabel:`Journal` and :guilabel:`Reversal date` if needed.
There are two options:
In the :guilabel:`Credit Note` window, fill in the :guilabel:`Reason` and update the
:guilabel:`Journal` and :guilabel:`Reversal date` if needed. There are two options:
- Click :guilabel:`Reverse` to open a draft credit note prefilled with the exact details from the
original invoice. Update the :guilabel:`Product` and :guilabel:`Quantity` and click
:guilabel:`Confirm`. This option allows for a partial refund or modifications to the credit note.
- Click :guilabel:`Reverse and Create invoice` to create a credit note, validate it automatically,
reconcile it with the related invoice, and open a new draft invoice prefilled with the exact
details from the original invoice.
- Click :guilabel:`Reverse and Create invoice` to create a credit note that is automatically
validated and reconciled with the related invoice, and to open a new draft invoice prefilled with
the exact details from the original invoice.
To create a credit note from scratch, go to :menuselection:`Accounting --> Customers --> Credit
Notes`, and click :guilabel:`New`. Filling out a credit note follows the same process as completing
@@ -59,7 +58,7 @@ go to :menuselection:`Accounting --> Customers --> Invoices`, open the relevant
:guilabel:`Debit Note`. Then, follow these steps:
#. In the :guilabel:`Create Debit Note` window, fill in the :guilabel:`Reason` and update the
:guilabel:`Use Specific Journal` and :guilabel:`Debit Note Date` fields if needed.
:guilabel:`Use Specific Journal` and :guilabel:`Debit Note Date` fields.
#. Enable the :guilabel:`Copy Lines` option to copy the invoice lines and click :guilabel:`Create
Debit Note`.
#. In the debit note, update the :guilabel:`Product` and :guilabel:`Quantity` and click
@@ -81,7 +80,7 @@ To record a vendor refund or a vendor credit note directly from the correspondin
:menuselection:`Accounting --> Vendors --> Bills`, open the relevant vendor bill, and click
:guilabel:`Credit Note`.
To record it from scratch, go to :menuselection:`Accounting --> Vendors --> Refund`, and click on
To record it from scratch, go to :menuselection:`Accounting --> Vendors --> Refunds`, and click on
:guilabel:`New`.
.. _accounting/credit_notes/record-debit-note: