Creating and Fiscalising Credit Notes in Palladium Accounting

Creating and Fiscalising Credit Notes in Palladium Accounting

Overview

Please follow the following steps to fiscalise credit notes using Palladium accounting.

Steps

Step 1. Opening Application

  1. Running the Fiscal Harmony Plugin
  2. Right click on the app and click "Run as administrator" option.
  3. Click the upward arrow on the task bar to show the apps running in background.
  4. Double click the fiscal harmony icon to show credit notes status.

Step 2. Creating Credit Note


Please follow the following steps to create a credit note
  1. Click "Accounts Receivable"
  2. Click "Credit Notes"

Step 3. Fiscalising credit note

Please follow the steps below to fiscalise the credit note:
  1. Enter all the relevant details, including customer information, credit note details, line items, and any discounts.
  2. Make sure the credit note is linked to the original fiscalised invoice.
  3. Click the "Record" button to initialise the credit note for fiscalisation.

Points to Note

After clicking “Record”, the credit note will appear in the DataGridView, where you can view its status: whether it has been fiscalised, failed to fiscalise, or is available for retry.
If the credit note is successfully fiscalised, the “Reason” field will be empty.
If the credit note fails to fiscalise, the reason for the failure will be displayed in the “Reason” column.
Please note that the default path for fiscalised credit notes is:
C:\Users\Public\Documents\Pervasive\Downloads


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