Credit Invoice type and add SO line
Define whether sales order lines are added or not based on the configuration of Credit Method and Credit Note type in Credit Note
Credit Invoice type and add SO line
Define whether sales order lines are added or not based on the configuration of Credit Method and Credit Note type in Credit Note
STORY BEHIND THE FEATURES
ODOO BEHAVIOUR
In Odoo, when a credit note is issued for a sales order, it automatically decreases the invoiced quantity of the related sales order line. This means that the system treats the credit note as if the product or service was never invoiced, which can affect reporting and invoicing accuracy.
CLUEDOO BEHAVIOUR
Cluedoo introduces a new option in Credit Notes allowing users to choose between Correction and Real modes:
- Correction: Follows Odoo’s standard logic, decreasing the invoiced quantity in the related sales order line.
- Real: Keeps the original invoiced quantity unchanged and instead creates an extra sales order line with a negative invoiced quantity, using the same engine as down payments.
MODULE +
This feature gives businesses control over how credit notes affect sales orders, ensuring accurate invoicing, better reporting, and clearer financial tracking.
CLUEDOO RECOMMENDATION
Install on 100% of your database.
HOW TO USE MODULE
HOW TO USE MODULE
1. Create a Sales Order > Create Invoice > Choose invoice type > Confirm |
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2. Click on Credit Note > Choose Credit Method and Credit Note Type > Reverse e.g. Credit Method: partial refund, Credit Note Type: real |
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In Invoice Lines, change the quantity > Confirm |
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Go back to Sales Order Lines, you will see that the original quantity stays the same and an extra line with a negative quantity has been created based on the Credit Note |
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3. Create another Credit Note > Choose Credit Method and Credit Note Type > Reverse e.g. Credit Method: partial refund, Credit Note Type: correction |
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In Invoice Lines, change the quantity > Confirm |
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Go back to Sales Order Lines, you will see that the Invoiced quantity has decreased, following Odoo standard logic |
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