How to issue a credit note for the total value of the document

If you need to rectify or cancel an overcharged amount, you can use a credit note to offset that value against the original invoice, either in full or in part.

In Moloni ON, the fastest way to do this is through direct conversion, which ensures an immediate link between the documents.

What happens next? Your customer's balance is updated automatically. If it is a full credit note, the invoice will no longer appear as outstanding. If it is a partial one, the amount payable by the customer will be reduced according to the adjustment made.

What is a credit note?

A credit note cancels or rectifies, in full or in part, an invoice you have already issued.

There are two ways to convert an invoice into a credit note:

Automatic reconciliation: converts the invoice directly into a credit note;
Manual reconciliation: creates a credit note and then links it to the invoice.

For this example, we will use Automatic reconciliation (the fastest method).

Follow these steps:

1. In the Client Area, go to the Documents menu, select Sales and click on Invoices.

Documents menu open, with Sales and Invoices highlighted in the Moloni ON side menu.

2. Select the desired document and click the three-dot icon on the right-hand side of the row.

Invoice list with the three-dot icon on the first row highlighted.

3. Click Convert document.

Document options menu open, with the Convert document option highlighted.

4. Click Credit Note.

Convert Invoice window with the Credit Note option highlighted.

5. Moloni ON automatically creates the credit note already linked to that invoice, for the full value of the original document.

Products section of the credit note highlighted, showing the line imported from the original invoice and the credited total matching the invoice.

6. Finally, click Save and finish.

Save and finish button highlighted at the bottom of the credit note.

The credit note has been successfully created.