Prerequisites:

1. 1. Ensure that you open the invoice using Microsoft Excel only. If you attempt to use a different viewer, the Credit Note option will not be available.
   2. Make sure the Excel invoice is not saved in a cloud-based folder. If it is, please move the file to a local folder on your computer and then try opening the invoice again

Steps to creating a Credit Note

Access Invoice

• Open the fiscalized invoice in Excel where you saved it on your machine. 

• Since you fiscalized your invoice, you will see the Refund/Create Credit Note button option under the Fiscal Harmony tab
• Click Create Credit Note.

Create credit note

• It will open a new Excel sheet for the credit note

Reason

• The Credit Note will auto-fill all the fields.
• Just put the Reason why you are creating the Credit Note like the example above.

Fiscalize

• Save the Excel sheet
• Press Fiscalise Credit Note, then the Credit Note will Fiscalise and open the local folder which has your pdf fisalized invoices.

DONE : YOU ARE ALL SETUP, HAPPY FISCALIZING!

Fiscalizing an Invoice