From 50c4af13b3254112b5d4890396542ae074decd17 Mon Sep 17 00:00:00 2001 From: dces-odoo <135158080+danielacanez@users.noreply.github.com> Date: Mon, 24 Feb 2025 09:50:22 -0800 Subject: [PATCH] Update ecuador.rst [l10n_ec][V18][UPDATE] Expense Reimbursements UPDATE Customer credit note section Content-based on V18 Images : [ADD] Credit Notes - Images Section: https://www.odoo.com/documentation/18.0/applications/finance/fiscal_localizations/ecuador.html#customer-credit-note --- .../finance/fiscal_localizations/ecuador.rst | 46 ++++++++----------- 1 file changed, 20 insertions(+), 26 deletions(-) diff --git a/content/applications/finance/fiscal_localizations/ecuador.rst b/content/applications/finance/fiscal_localizations/ecuador.rst index 18ffdd585..8a86673db 100644 --- a/content/applications/finance/fiscal_localizations/ecuador.rst +++ b/content/applications/finance/fiscal_localizations/ecuador.rst @@ -382,46 +382,40 @@ documents can be created from your sales order or manually. They must contain th Customer credit note ~~~~~~~~~~~~~~~~~~~~ -The :doc:`Customer credit note <../accounting/customer_invoices/credit_notes>` is an -electronic document that, when validated, is sent to SRI. It is necessary to have a validated -(posted) invoice in order to register a credit note. On the invoice there is a button named -:guilabel:`Credit note`, click on this button to be directed to the :guilabel:`Create credit note` -form, then complete the following information: +The :doc:`Customer credit note <../accounting/customer_invoices/credit_notes>` is an electronic document that, +when validated, is sent to SRI. A validated (posted) invoice is necessary to register a credit note. +On the invoice there is a button named :guilabel:`Credit note`, click on this button to be directed to +the :guilabel:`Create credit note`form, then complete the following information: -- :guilabel:`Credit Method`: select the type of credit method. +- :guilabel:`Reason displayed on Credit Note:`: type the reason for the credit note. +- :guilabel:`Journal`:Select the journal. +- :guilabel:`Document Type: by default, we’ll have `(04) Credit Note`. +- :guilabel:`Reversal Date`: Credit Note date. - - :guilabel:`Partial Refund`: use this option when you need to type the first number of documents - and if it is a partial credit note. - - :guilabel:`Full Refund`: use this option if the credit note is for the total invoice and you - need the credit note to be auto-validated and reconciled with the invoice. - - :guilabel:`Full refund and new draft invoice`: use this option if the credit note is for the - total invoice and you need the credit note to be auto-validated and reconciled with the invoice, - and auto-create a new draft invoice. +Once reviewed, you can click on the :guilabel:`Reverse` or :guilabel:`Reverse and Create Invoice` button. -- :guilabel:`Reason`: type the reason for the credit note. -- :guilabel:`Rollback Date`: select the :guilabel:`specific` options. -- :guilabel:`Reversal Date`: type the date. -- :guilabel:`Use Specific Journal`: select the printer point for your credit note, or leave it empty - if you want to use the same journal as the original invoice. - -Once reviewed, you can click on the :guilabel:`Reverse` button. - -.. image:: ecuador/add-customer-credit-note.png +.. image:: ln10-ec-credit-note.png :align: center :alt: Add Customer Credit Note for Ecuador. -When the :guilabel:`Partial Refund` option is used, you can change the amount of the credit note and -then validate it. Before validating the credit note, review the following information: +.. note:: +When creating the first credit note, you will need to use the option :guilabel:`Reverse` and assign the first Credit Note number. + + +When the :guilabel:`Credit Note` is created, you can change the amount of the credit note and then validate it. +Before validating the credit note, review the following information: - :guilabel:`Customer`: type the customer's information. -- :guilabel:`Journal`: select the printer point for the customer Credit Note. +- :guilabel:`Journal`: use the same or change if needed. - :guilabel:`Document Type`: this is the document type `(04) Credit Note`. - :guilabel:`Products`: It must specify the product with the correct taxes. -.. image:: ecuador/customer-credit-note.png +.. image:: l10n-ec-credit-note-2.0.png :align: center :alt: Customer Credit Note for Ecuador. +` + Customer debit note ~~~~~~~~~~~~~~~~~~~