[CO] Manual Creation - Credit Notes

Step 1 – Access Invoice Creation

1. Go to Invoicing → Outgoing
2. Locate the invoice you want to cancel or adjust

⚠️

The invoice must be created in Brinta

3. Click the eye icon to open the invoice details
4. Click Actions → Create Credit Note

Step 2 – Complete Credit Note Information

In the Create Credit Note modal, complete the following fields:

General Fields

Invoice Date (Required): Credit note issuance date.

Invoice Due Date (Required): Due date of the credit note.

Currency / Exchange Rate: Automatically inherited from the original invoice.

Reason (Required): Select the reason for issuing the credit note:

1. Void: Cancels the entire invoice
   1. Full reversal (items + taxes)
2. Return: Partial refund
   1. Used when goods or services are partially returned
3. Discount: Partial discount
   1. Used when applying a price adjustment

Partial Credit Notes (Return / Discount)

• You will be able to select the amount to refund
• The amount entered must be the item amount without taxes
• Taxes are recalculated automatically based on the refunded amount

Step 3 – Create Credit Note

1. Review the information
2. Click Create

Result

• The credit note is automatically linked to the original invoice

The credit note will appear in: Invoicing → Outgoing with document type Credit Note and its corresponding status.