Credit note

A credit note is issued only against a specific invoice: open the invoice, click “Copy” and choose credit note. A standalone credit note without an invoice is not possible — the number and date of the original invoice are a mandatory element of the document.

Amount

The programme does not allow the total of all credit notes against one invoice to exceed the invoice amount. Credit notes reduce revenue in the business overview (they appear with a minus in the lists) and reduce the KPO ledger (the income ledger for flat-rate taxpayers).

VAT rules (VAT-registered companies)

The credit note PDF carries the note required by Article 21, paragraph 3 of the VAT Act (Zakon o PDV) and a block for the recipient’s confirmation. You may reduce the VAT charged only once the customer confirms in writing that they have corrected their input VAT deduction — you record that date on the credit note page (the “Customer’s notification of input VAT correction” section, Record button) and it stays permanently recorded.

Sending to SEF

A credit note is sent to SEF (the national e-invoicing system) as a CreditNote with a reference to the original invoice — see E-invoices via SEF.