Issue a debit note
Updated
Use a sales debit note when a released realization charged too little tax. Tax debt rises. The goods stay where they are, and the realization stays Released.
Note
A debit note does not move stock and does not change the realization. It adds tax; it does not reverse tax. A credit note is the document that reduces tax.
How to#
To issue a debit note, open Ribbon → Sales → Documents → Sales debit notes.
Press New. Fill Customer, Outlet, Contract, Original invoice, and Lines, Save. Then press Post sales debit note.
Enter the extra charge on Lines. Those lines are not copied from the realization.
The state becomes Posted. Tax debt increases. Stock does not change. The realization stays Released.
The state on the card does not move the note. Only Post sales debit note does. Until you press it, the note stays Draft, however many times you save.
Example
Same sale: 10 pieces at 100 each, VAT 15%. The customer owes 1,150.
A debit note for 1 extra piece at 100 does not ship another piece. It adds the tax that was missing on 100: 15.
After the sale After the debit note Customer owes 1,150 1,165 VAT 150 165 Pieces still out 10 10
Tip
Debit-note Lines are an extra charge. They are not copied from the realization. Posted is read-only.
If the command refuses#
| What you see | What to do |
|---|---|
| The command says you cannot post an empty debit note: add lines | Add a line. |
| The command says the quantity in the line must be greater than zero | Enter a positive Quantity. |
| The command asks for the original invoice | Fill Original invoice with the released realization. |
| The command says the debit note is only for a released invoice | Fill Original invoice with a realization in Released. |
| The command says the invoice has no VAT — there is nothing to debit | The realization has no tax to increase. Do not post a debit note. |
| The command says a line VAT rate has no rate in force | Add a rate for the document date before posting. |
| Post sales debit note is not on the card | The note is not Draft, or it is already Posted. |
See also