Credit notes and invoices can be created with a "Independent" status.
We will see the difference between the two statutes, and know when to apply them.
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Create an Standalone credit note;
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When to use this choice;
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Special case;
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Change of state of an asset already created.
1. Create an standalone credit note.
An standalone credit note (such as an invoice) allows you to choose whether to change the billing status of the linked line or document.
If a credit note is created from an invoice, the credit note status can be chosen in the creation dialog.
(Do not forget to complete the information necessary for the creation of the credit note, such as the method and condition of payment, the reason for the credit note...)
At creation, a validation message appears, if the creation may cause errors:
The status of the credit note then appears at the top of it:
In the same way, it is possible to create an independent invoice from the credit note.
2.When to use this choice
An independent credit note is useful when you want to create a credit, without changing the billing status of the line.
When a line is invoiced (on a sales/purchase/contract document), the line changes to invoiced status, visible with this symbol:
Create a credit note change the status of this line to "not invoiced", which causes the billing symbol to disappear, and the document does not change to invoiced status:
By using the standalone credit note, it keeps the billing status of the line. This status is useful in cases where a refund by commercial gesture must be made, for example.
In that case, the credit is generated, but the status of the line does not change.
In this example, we can see that the line is billed, as well as the document, despite the fact that there was a credit note and an invoice. On the credit line is visible the status independent of it, as well as the reason.
The same thing can be done as well as purchase documents and contracts.
For this one, this allows to have a schedule, with a credit, and without the invoice being detached from it.
3. Special Case
If you need to make an invoice on credit (to cancel an independent credit note), the invoice must be in the same status (in which case, an error message may prevent you from creating it).
you have to unlink the standalone credit notes from the invoice.
When creating it, the "independent invoice" box is already checked by default.
This invoice is automatically linked with the credit, and we can see the appearance of the "Independant" status on it.
4.Change of state of an asset already created.
If a credit note (or invoice) has been created with or without the independent statement, the statement can be modified after the creation or validation of the statement.
This makes it easy to correct errors:
By clicking on this button, the "Independent" button disappears, and all changes apply (change from the document line from invoiced to not invoiced, for example ).