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# How to Create a Credit Note

**How to Issue a Credit Note**

To issue a credit note, you must start from the **original document** (invoice or proforma) to which the credit note refers. Below are the steps to follow:

**1. Access the Original Document**

1. Go to the **Administration → Sales → Issued** menu.

2. Search for the document for which you want to issue a credit note.

• You can use the filters at the top to speed up the search (e.g., customer name, invoice number, date, etc.).

**2. Duplicate the Document**

1. Once you have located the document, click the **Duplicate** button next to the original document.

2. A **new invoice** identical to the original document will open.

**3. Change the Document Type**

1. In the top left, click on the dropdown menu related to **Document Type** (next to the yellow triangle icon).

2. Select **Credit Note** from the available list.

3. The system will automatically update the document numbering and add the **references of the original document** for which you are issuing the credit note.

**4. Verify and Modify Information**

1. Check all the information on the credit note:

• Amount

• Quantity

• VAT rates

• Description of the product or service

2. **Important Note:** The credit note must be issued with the same addressee as the original document.

• If you are correcting errors in the header data (e.g., tax code or name), you must still issue the credit note with the incorrect data present in the original invoice.

• After issuing the credit note, you can issue a new invoice with the correct data.

**5. Issuing the Credit Note**

1. Once all information has been verified, click the **Save** or **Save and Send** button at the top right.

2. The credit note will be saved in the document register and can be sent to the customer.

**Useful Tips**

• Always ensure that the amount of the credit note exactly matches the total or the part of the original document that you are reversing.

• In case of doubts or errors, contact support to ensure the correct management of tax documents.