Prerequisites:
- 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.
- 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!
Contact Support
For further assistance, reach out to our support team:
- Email: support@fiscalharmony.co.zw
- Submit a Ticket
Related Links
Implementing HS Codes in Excel Using Fiscal Harmony Template
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article