How do I issue a credit note for a customer?

A credit note (= credit note invoice) in Tempolia is prepared like any invoice, but with a negative total amount.

Tempolia screenshot: The invoices to validate, useful when preparing a credit note before issue. — The invoices to validate, useful when preparing a credit note before issue.

To issue a complete credit note corresponding to an already existing invoice, you can for example create a credit note from the invoice concerned: « Invoicing > Invoice Preparation », action « Duplicate an invoice », then you put a minus in front of the amount of each line.

Tempolia screenshot: The sales journal is then used to find the validated credit note and its customer follow-up. — The sales journal is then used to find the validated credit note and its customer follow-up.

In « Configuration > Invoice templates », it is specified the title you want when the total amount of the invoice is negative; a priori we indicate "Credit note" in this case.

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