Credit notes - how to correct an invoice already submitted for e-invoicing

The choice depends on the type of error, and the consequences are reflected in the VAT ledger and SAF-T reporting.

• Invoice issued to the wrong client or duplicated: full credit note.
• Incorrect quantity or price: partial credit note or correction invoice for the difference.
• Returned goods: return document followed by a credit note on the returned lines.
• Subsequent discounts granted: correction invoice, not a cancellation.

An invoice accepted by the national tax authority cannot be deleted. Corrections are made exclusively through a new document - a credit note or correction - which references the original invoice and is, in turn, transmitted to the national system. CRMconnect maintains the link between documents and tracks the status of both messages.

• Automatic reference to the original invoice number and date.
• Retransmission and status tracking within the national e-invoicing system.
• Full correction history for internal control and SAF-T compliance.

A credit note modifies the client balance and, consequently, the bank reconciliation. CRMconnect automatically recalculates the balance, adjusts already allocated payments, and exports the corrected documents with associated accounts to ERPs like SAP Business One or Microsoft Dynamics 365.