[PA] Bulk Upload - Credit and debit notes

A credit note cancels or reduces an invoice already issued. A debit note increases it. For the general upload steps and format rules, see the Panama bulk upload manual.

Each row in the file is one note with one item.

Document type

Note	`Invoice Document Type`	`Invoice Type`
Credit note	`credit note`	`credit`
Debit note	`debit note`	`debit`

Columns for notes

Column	Value / format	Required	Notes
`Issuing Country`	`PA`	Yes
`Issuer`	Value given by Brinta	Yes	Same issuer as the original invoice.
`Invoice External ID`	Your own ID	Recommended	Your reference for the note.
`Invoice Date`	`yyyy-mm-dd`	Yes	Issue date of the note.
`Due Date`	`yyyy-mm-dd`	Yes
`Invoice Type`	`credit` or `debit`	Yes	See the table above.
`Invoice Document Type`	`credit note` or `debit note`	Yes	Lowercase.
`Invoice Reason`	`void`, `return`, `discount`	Credit notes	`void` cancels the whole invoice. `return` and `discount` credit part of it.
`Original invoice BRINTA id`	Brinta ID of the original invoice	Yes	Find it in Invoicing → Outgoing, in the detail of the original invoice.
`Original Item Id`	Brinta ID of the original item	No	The line of the original invoice that the note changes.
`Original document type`	`invoice`	No
`Original invoice serie` / `Original invoice number`	Text	No
`Original invoice date`	`yyyy-mm-dd`	No
`Payment method type`	Same as the original	No
`Currency`	`USD`	Yes	Same currency as the original invoice.

Buyer

Leave the buyer columns empty. The note keeps the buyer of the original invoice.

Item and taxes

Full cancellation (Invoice Reason = void): leave Item Name, Amount, VAT rate and VAT amount empty.
Partial credit note or debit note: fill in the item with the amount being credited or added.

Column	Value / format	Required	Notes
`Item Name`	Text	Yes	What is credited or added.
`Amount`	Number, 2 decimals	Yes	Amount credited or added, before ITBMS. Positive number.
`VAT rate`	Same rate as the original	Yes
`VAT amount`	Number, 2 decimals	Yes	`Amount` × `VAT rate`.

Example rows

Full cancellation of an invoice

Column	Value
`Issuing Country`	`PA`
`Issuer`	(your issuer value)
`Invoice External ID`	`NC-2026-0001`
`Invoice Date`	`2026-04-02`
`Due Date`	`2026-04-02`
`Invoice Type`	`credit`
`Invoice Document Type`	`credit note`
`Invoice Reason`	`void`
`Original invoice BRINTA id`	(Brinta ID of the invoice)
`Currency`	`USD`

Partial discount

Column	Value
`Issuing Country`	`PA`
`Issuer`	(your issuer value)
`Invoice External ID`	`NC-2026-0002`
`Invoice Date`	`2026-04-02`
`Due Date`	`2026-04-02`
`Invoice Type`	`credit`
`Invoice Document Type`	`credit note`
`Invoice Reason`	`discount`
`Original invoice BRINTA id`	(Brinta ID of the invoice)
`Item Name`	`Discount on March services`
`Currency`	`USD`
`Amount`	`100.00`
`VAT rate`	`0.07`
`VAT amount`	`7.00`

Things to check before uploading

Original invoice BRINTA id is the Brinta ID, not your own external ID.
A partial note does not exceed the amount of the original invoice.