Credit note or simplified rectifying invoice
A credit note corrects an invoice; a simplified rectifying invoice corrects a simplified invoice. Choose by the document you're correcting.
Both documents are created and managed with the «Sales» permission in edit mode, and viewed with view mode.
A rental business issues two kinds of sales documents: full invoices to identified clients, and simplified invoices for quick sales over the counter. Each one is corrected with its own document, so the first question is always which document you're correcting.
A corrects an invoice. A corrects a . Both subtract the credited amount without changing the document they correct, and both are approved, voided and refunded the same way. They differ in how much Filmo checks and in where they reach.
Credit note vs simplified rectifying invoice
| Credit note | Simplified rectifying invoice | |
|---|---|---|
| Corrects | An invoice | A simplified invoice |
| Source document | Optional | Optional |
| Client | Required | Optional |
| Numbering series | Its own credit note series | Its own simplified rectifying series |
| Checks when you approve | Client, lines, original invoice not a draft, your business's tax ID and tax address | Only that it has lines |
| Approve from its page | Yes, with «Approve» | No, only from the editor |
| e-Invoice download | Yes, once approved, for businesses in Spain | No |
| Refunds in the «Payments» card | Yes | Yes |
| Subtracts from the order's profitability | Yes, once approved | No |
| Client portal | Yes, under «Credit Notes» | No |
| NEO and the public API | Yes | No |
| Sent to Xero, QuickBooks or Holded by automation | Yes | No |
Which one to use
- Use a credit note when you're correcting an invoice issued to an identified client, which is the usual case between businesses. It's the one that reaches the , your accounting program and the order's profitability.
- Use a simplified rectifying invoice when you're correcting a simplified invoice, such as a sale to a member of the public with no client details. It's lighter and has no e-Invoice.
Filmo doesn't decide which document your tax rules require in each case. If you're unsure, check with your accountant.
Warning: Filmo offers «Convert to» → «Simplified rectifying invoice» even on a simplified invoice that's still a draft. Correct only simplified invoices that are already approved.
Or void the invoice instead
A credit note doesn't replace or change the invoice: it's a separate document that subtracts from it. If the whole invoice shouldn't exist, you can void it instead. When each one fits is explained in Correct an issued invoice: void or credit note.
Up next
Ready to correct an invoice? See Create a credit note for an invoice.