Fiscalising a Credit Note in ERPNext

Fiscalising a Credit Note in ERPNext

Overview

A credit note is used to adjust or reverse an existing Sales Invoice when a customer returns goods. This process correctly updates the customer's outstanding amount and ensures the transaction is recorded as a return.

Step-by-step Process

Step 1. Initiating the Credit Note from the Original Invoice

The best and most accurate way to create a Credit Note is directly from the Original Invoice.
  1. Navigate back to the Sales Invoice list Accounting  > Sales Invoice.
  2. Click on the submitted Sales Invoice that you need to credit.

Step 2. Create the Return Document.

  1. When you are inside the Submitted Sales Invoice, click the Create button in the top right corner.
  2. From the drop-down menu, select Return / Credit Note. 

Step 3. Reviewing and Editing the Credit Note Details 


A new Sales Invoice form will open, pre-populated with data from the original invoice, but it will be a return:
  1. The new document will have a status of Not Saved.
  2. Verify that the checkbox "Is Return Credit Note" is checked.
  3. The Return Against field should automatically show the ID of the original Sales Invoice you are crediting e.g INV-2025-0003.

Step 4. Saving and Submitting the Credit Note 

Once you are satisfied with the Credit Note:
  1. Click the Save button in the top-right corner. The document status will change to Draft.
  2. Click the Submit button to fiscalise the Credit Note.
  3. You will receive a confirmation message that the Credit Note has been submitted successfully.






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