Credit Notes
A Credit Note reduces or reverses part or all of a previously issued invoice.
It is commonly used for:
- Refunds
- Pricing corrections
- Returns
Lifecycle
Credit Notes follow the same operational flow:
- Generate
- Submit
- Monitor status
- Export
Compliance Note
Credit Notes must reference the original invoice to ensure proper compliance alignment.
Common Features Across All Document Types
All document types support:
- Draft mode (if enabled in workflow)
- Manual or integration-based generation
- Export to CSV
- Source filtering
- Branch/device mapping
- Error tracking
Status Definitions (Operational)
| Status | Meaning |
|---|---|
| Draft | Created but not submitted |
| Reported | Accepted B2C Transaction |
| Not Reported | Rejected B2C Transaction |
| Cleared | Accepted B2B Transaction |
| Not Cleared | Rejected B2B Transaction |
| Failed | System or submission failure |
Operational Best Practices
Professional Hint
These practices help reduce submission failures and improve operational stability.
- Validate device status before bulk submissions
- Monitor Transactions Overview daily
- Export reconciliation reports regularly
- Avoid manual edits after submission
Related Topics