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Projects:CreditNotes/CreditNotes User



Credit Note can be generated when doing a verified return and can be used only when doing a payment.

Generate: Credit Note

To generate Credit Note during Return

1. Use payment option Credit Note as show in next figure


2. When a ticket is closed making a payment of a 'Credit Note' payment method as above.


The template included in the module looks like:


In backend, a Gift Card Instance record is created for this credit note


As the previous image shows, this Gift Card Instance has "Based on Credit Note" type, which means that is a credit note, and has a related payment with the quantity returned. Navigating to the payment, is visible that is the payment generated when doing the return process.


Pay with: Credit Note

Credit Note will be used to pay a ticket as other payment method in Web POS.

Make a receipt and go to payment panel, select Credit Note or press button More... if can not see it. You can pay a complete receipt or partially.


After selected the Credit Note as payment method, you are asked for a Credit Note number. A selector is opened showing a credit notes list, filtered by the active business partner by default. This filter can be updated by the advance filter button. The '*' that appears in the Advanced Filter button says that a filter is already applied (in this case the business partner).

Adding a Credit Note

When an exact credit note number is searched for or one of the listed credit notes is selected, the credit note details popup is opened.

Selected Credit Note Details

Credit Note Details

On Clicking Apply Selected Credit Note instance will be saved and you can enter the amount to consume and payment will be added.

The Gift Card Instance is modified in backend at the following way:


The Gift Card Instance has a new transaction with the paid amount (18.90). The Current Balance has also been modified.

Create new Credit Note for the same customer

If a new credit note is generate for a customer who has already an opened credit note (for Arturo Montoro in this example), the opened credit note is canceled and it's quantity is summed to the new generated credit note. The new credit note search key is equal to the canceled one, and the canceled's new search key is the old search key + '*C1'. If is canceled again, the search key will be the old search key + '*C2'.

Canceled Credit Note


A new transaction has been created with the remaining balance to close the Credit Note.

And a new Credit note is created with that quantity (-131.60) plus the new returned quantity (-14.50). The payments are negative, but the credit note balance is positive.


The payment associated to this new Gift Card Instance, is the original payment returned in Web POS (-14.50) adding a GL Item with the quantity amount to the canceled credit note:


The description field has information about the canceled credit note.

Unique/Multiple Credit Notes

There's a new check, at 'Customer' tab in the 'Business Partner' window that allow to create multiple credit notes to an unique user:


By default, this check is selected for each customer. If unchecked, each time a new Credit Note is created for a new customer, instead of closing and summing the quantities, a new credit note is created with only the returned value and the old one continues being usable.

The 'Anonymous Customer' always creates multiple credit notes.

Credit Notes list

A new tab has been created for the 'Business Partner' window that shows the list of credit notes that business partner has. By default, is filtered by opened credit notes.


Showing the full list:



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