What is a credit note?
A credit note is an adjustment document referring to an invoice containing one or more errors. This document makes it possible to modify the invoice or cancel it completely, so that you can issue a new one or communicate to the Revenue Agency that that particular transaction has never taken place and consequently it will not be necessary to pay any taxes on it.
How to issue a credit note with Xolo?
With Xolo, issuing a credit note is very simple! Simply select the invoice to be changed or canceled from your invoices and a new screen will open. From the drop-down menu at the top right, go to "Other actions", select the change invoice option and tell us why you need to change or cancel the invoice (eg the amount or date are incorrect, the customer has never issued the payment).
At this point the system will generate the credit note that will be sent electronically to the Interchange System (SDI) / At the end of the process you will receive an email confirming the issue of the document and at that point you can proceed to create a new invoice if necessary.