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dces-odoo
50c4af13b3
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
2025-02-24 09:50:22 -08:00

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@ -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, well 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
~~~~~~~~~~~~~~~~~~~