How to issue a credit note?

What is a credit note, and in which cases should I issue one?

A credit note is a financial document issued by a seller (business or vendor) to a buyer (customer or client). It is used to provide credit or acknowledge a reduction in the amount owed by the buyer to the seller. Credit notes are typically issued for various reasons, including:

• Product Returns: When a buyer returns goods to the seller due to defects, damage, or dissatisfaction, a credit note is issued to refund the purchase price or provide credit toward future purchases.
• Overpayments: If a customer accidentally overpays an invoice or makes an excess payment, the seller issues a credit note to acknowledge the overpayment and provide a credit that can be applied to future purchases or used to offset future invoices.
• Billing Errors: In cases where there are errors on an invoice, such as incorrect pricing or quantity, a credit note may be issued to rectify the error and adjust the amount owed.
• Discounts or Promotions: If a seller offers discounts, rebates, or promotional incentives after the initial sale, a credit note may be issued to reflect these adjustments.

How to issue a credit note

| APP

1. From the Menu, click on Invoices;
2. Click on the invoice you want to null via credit note;
3. Click in Create Credit note;
4. Click in Save as draft;
5. Click in View draft credit note;
6. Click in Issue credit note.

You can also send the credit note via email if you want to!

| Desktop

1. Log in to app.rauva.com.
2. Navigate to Invoices and open the page of the invoice you want to cancel.
3. Click on Credit Note on the right side of the page.
4. Issue the Credit Note.

Best steps to cancel an invoice and issue a new one

To cancel an invoice, you do so by issuing a credit note:

1. Log in to app.rauva.com.
2. Navigate to Invoices and open the page of the invoice you want to cancel.
3. Click on Credit Note on the right side of the page.
4. Issue the Credit Note.

Then, if any client details need to be updated, follow these steps:

1. Log in to app.rauva.com.
2. Navigate to Invoices and go to the Clients tab.
3. Open the page of the client whose details you want to edit.
4. On the right side, click Go to client details.
5. Click Edit client details, make the necessary changes, and Save.
6. Issue the new invoice for the respective client.