[CO] CSV - Credit Note Creation

Step 1 – Select Bulk Upload and Country and Prepare CSV

Create the csv file following the instructions below:

1. Use the official template corresponding to the country from which you are issuing the invoice. The templates are available here or directly on the upload screen.
2. Complete the file using one row per item.
3. If you need to issue a credit note with multiple items, ensure that all related rows contain the same value in the “Invoice External Id” field. This allows the system to group those rows under a single credit note.
4. For all rows belonging to the same invoice, the buyer information and invoice details must be identical. The only fields that should vary between rows are the item-level fields, such as item name, item amount, VAT amount, and any other item-specific data.
5. Complete the “Invoice Document Type” column with the value “credit note.”
   1. If you need to cancel the entire invoice, complete the column "Reason" with value "void."
   2. If you need to return part of the amount of an item, complete the column "Reason" with value "return."
   3. If you need to make a discount, complete the column "Reason" with value "discount".
6. Link the credit note to Original Invoice
   1. Complete the field "Original Invoice BRINTA Id" with the BRINTA Id from the invoice you need to modify.
   2. Complete the field "Original Item Id" with the BRINTA id of the item you need to impact with your credit note.

Step 2 – Access Invoice Creation

1. Go to Invoicing → Outgoing
2. Click Create Invoice (top-right corner)

Step 3 – Select Bulk Upload and Country

1. Select Bulk Upload
2. Select Country (Example: Colombia)
3. Click Next

⚠️ This step is identical to manual invoice creation, except that Bulk Upload is selected instead of Manual creation.

Step 4 – Upload Template File