Create a credit note in B2Brouter

There are two ways to create a credit note:

Create a credit note from an existing invoice.

You can create a credit note from an invoice that has already been created and sent, and that you need to amend. To do this, access the Income section through the main menu at the top and then Commercial invoices through the options at the top left:

• Open the invoice you want to amend by clicking on the number.
• Use the More options option, which you find in the top menu of the invoice.
• Select the option Credit note.

Then you access the form to create the credit note. This already contains the information of the invoice you are trying to rectify, so you only need to modify the data you need to rectify and save the changes. The credit note is created and finally you only need to send.

The credit note is related to the amended invoice. You can see the related invoices by opening one of them and accessing the bottom, in the Transaction tracking space.

Create a credit note from zero

You can create a credit note without having to create it from an invoice already generated and sent in B2Brouter. To do so, access the Income section through the main menu at the top and then Commercial invoices through the options at the top left:

• Select the Create invoice option and then Credit note.
• On the next page, you must select the customer and you can start creating the invoice.

The creation of the invoice is like that of a normal invoice, but you can add some additional data:

• In General data, in the Rectified invoice number box you can add the number of the invoice being rectified.

Finally finish adding all the data you need and save the invoice. It will be created as a new invoice in the list of issued invoices and you will be able to send the invoice whenever you want.