General information on assets and how they work.

What is a credit?

A credit note is an accounting document that is used to cancel or correct an invoice that has already been issued. It can be used to correct an error (such as an incorrect quantity or price) or to reimburse a customer in the event of an order cancellation. In France, the credit note is governed by strict accounting rules and must mention the invoice that it corrects.

Distinction between a credit and a customer credit

It is essential to differentiate a credit note from a customer credit or a purchase voucher. As long as an invoice is not validated, any modification or cancellation concerns a customer credit. This credit can then be used for future orders, but it does not replace a legal invoice.

Before generating a credit note, check if an invoice has been validated. If this is the case and you want to modify or cancel it, it is necessary to create a credit note. See the guide to generating a credit note from an invoice on Yoplanning for more details.

Order management without invoice

If the service linked to the order has not yet been invoiced, any modification or cancellation of an order corresponds to the creation of a customer credit. This credit can be used later for other services. To manage customer credits, refer to this guide on creating and using a customer credit in Yoplanning.

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Use these distinctions to ensure correct accounting and document management in YoPlanning.