250bc3ab21
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 Part-of: odoo/documentation#2066
97 lines
3.1 KiB
ReStructuredText
97 lines
3.1 KiB
ReStructuredText
========================
|
||
Credit notes and refunds
|
||
========================
|
||
A **credit note**, or **credit memo**, is a document issued
|
||
to a customer that notifies them that they have been credited
|
||
a certain amount.
|
||
|
||
There are several reasons that can lead to a credit note, such as:
|
||
* a mistake in the invoice
|
||
* a return of the goods, or a rejection of the services
|
||
* the goods delivered are damaged
|
||
|
||
.. note::
|
||
Issuing a credit note is the only legal way to cancel,
|
||
refund or modify a validated invoice. Don’t forget to
|
||
*register the payment* afterward if you need to send money
|
||
back to your customer.
|
||
|
||
Issue a Credit Note
|
||
===================
|
||
You can create a credit note from scratch by going to
|
||
:menuselection:`Accounting --> Customers --> Credit Notes`,
|
||
and by clicking on *Create*. Filling the Credit Note’s form
|
||
works the same way as the Invoice’s form.
|
||
|
||
However, most of the time, credit notes are generated directly
|
||
from the invoices they are related to.
|
||
|
||
To do so, open the *Customer Invoice*, and click on *Add Credit Note*.
|
||
|
||
.. image:: credit_notes/credit_notes01.png
|
||
:align: center
|
||
|
||
You can choose between three options:
|
||
- Partial Refund
|
||
- Full Refund
|
||
- Full refund and new draft invoice
|
||
|
||
.. note::
|
||
Credit Notes’ numbers start with “R” and are followed by the
|
||
number of the document they are related to (e.g., RINV/2019/0004).
|
||
|
||
Partial Refund
|
||
--------------
|
||
Odoo creates a draft credit note already prefilled with all the
|
||
necessary information from the original invoice.
|
||
|
||
This is the option to choose to do a partial refund, or if you
|
||
want to modify any detail on the credit note.
|
||
|
||
.. note::
|
||
This is the only option available for invoices that are already marked as *Paid*.
|
||
|
||
Full Refund
|
||
-----------
|
||
Odoo creates a credit note, automatically validates it, and
|
||
reconciles the original invoice with it.
|
||
|
||
.. image:: credit_notes/credit_notes02.png
|
||
:align: center
|
||
|
||
This is the option to choose to do a full refund or cancel
|
||
a validated invoice.
|
||
|
||
Full refund and new draft invoice
|
||
---------------------------------
|
||
Odoo creates a credit note, automatically validates it, reconciles
|
||
the original invoice with it, and open a new draft invoice
|
||
prefilled with the same details from the original invoice.
|
||
|
||
This is the option to choose to modify the content of a validated invoice.
|
||
|
||
Record a Vendor Refund
|
||
======================
|
||
**Vendor Refunds** are recorded the same way you would do with invoices’ credit notes:
|
||
|
||
You can either create a credit note from scratch by going
|
||
to :menuselection:`Accounting --> Vendors --> Refund`, and
|
||
by clicking on *Create*, or by opening the validated *Vendor Bill*,
|
||
and clicking on *Add Credit Note*.
|
||
|
||
Journal Entries
|
||
===============
|
||
Issuing a credit note from an invoice creates a **reverse entry**
|
||
that zeroes out the journal items generated by the original invoice.
|
||
|
||
Here is an example of an invoice’s journal entry:
|
||
|
||
.. image:: credit_notes/credit_notes03.png
|
||
:align: center
|
||
|
||
And here is the credit note’s journal entry generated to reverse
|
||
the original invoice above:
|
||
|
||
.. image:: credit_notes/credit_notes04.png
|
||
:align: center
|