How to issue a partial credit note

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 is an essential document used to cancel or rectify, in full or in part, a previously issued invoice.

There are 2 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. Go to the Documents > Sales menu and select Invoices.

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2. Select the desired document and click on the options menu available on the right side of the document line (three vertical dots icon).

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3. Click on Convert document.

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4. Click on Credit Note.

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5. Moloni ON automatically creates the credit note already linked to that invoice.

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As a rule, during the automatic conversion process, the credit note assumes the full value of the original document. If you wish to issue a partial credit note, you should, in the Products section, keep only the item(s) for which you are issuing the document, adjusting the respective prices and/or quantities if necessary.

6. Subsequently, you must access the Related documents tab and change the Amount to pay field, entering the value of the credit note including taxes. If you do not make this correction, you will receive an error alert regarding the related values when closing the document. If you still choose to finish the document, the customer's current account will show incorrect values.

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7. Finally, click on Save and finalise.

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The credit note has been successfully created.