Generate a Credit Note from an Invoice on Yoplanning.pro

What is the purpose of generating an asset?

Generating a credit note in Yoplanning.pro allows you to correct or cancel an already validated invoice, while maintaining compliant accounting traceability.

A credit note is always linked to an original invoice. It is never created on its own and cannot exist without prior invoicing.

⚠️ Important Prerequisite This feature is available only if your team has the accounting module. The invoice in question must be a final invoice, resulting from a validated order.

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Operating principle to know

In Yoplanning, a credit note is not an isolated action. It always corresponds to a modification of an existing order.

In concrete terms:

• You are reopening an order that has already been invoiced.

• The system automatically generates:

  • a credit note linked to the original invoice

  • the related accounting entries

• You can then:

  • edit existing lines

  • add a negative item

  • adjust the amounts

👉 Key rule: The total order amount can never be negative.

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Steps to generate a credit note from an invoice

1. Access the controls

• From the dashboard

• Click on Orders

• You are accessing the list:

  • orders

  • invoices

  • command lines

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2. Find the relevant command

• Locate the command to correct or cancel

• Use the filters if necessary (date, client, status…)

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3. Open the advanced options

• Open the command

• Click on the three dots menu in the top right corner

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4. Reopen the order

• Select “Reopen command”

This action automatically triggers:

• the accounting cancellation of the invoice

• the creation of a credit note linked to this invoice

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5. Modify the order if necessary

Depending on your situation, you can:

• edit an existing item

• delete an item

• add an item with a negative amount

• correct a price or quantity

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6. Revalidate the order (if necessary)

• If you partially correct the invoice:

  • revalidate the order

  • a new invoice is generated

  • It cancels and replaces the previous one

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7. Verify that it has been generated

• Return to Commands

• Open the Invoices tab

• Filter by cancelled invoices

• You will see:

  • the original invoice

  • having associated it

  • possibly the new invoice

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Concrete examples of use

Example 1: Full cancellation with refund

• An activity has been completely cancelled.

• The invoice had already been approved.

• You must reimburse the customer.

👉 Procedure:

• Reopen the command

• Enter the refund

• The system generates:

  • the original invoice

  • having the corresponding

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Example 2: Correcting a price or an item

• An error is detected after invoicing

  • bad price

  • incorrect option

  • omission of an item

👉 Procedure:

• Reopen the command

• A total credit is generated

• Modify the necessary lines

• Revalidate the order

• A new, corrected invoice has been created (pay attention to today's date).

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Best practices and advice

Check before you act

• The creation of an asset is irreversible

• Make sure the invoice is corrected or cancelled.

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Follow accounting logic

• Don't try to "create a separate asset"

• Always go through the order reopening

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Use negative amounts with caution

• Allowed line by line

• Prohibited on the total order

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Common mistakes and solutions

❌ I cannot create an asset

Probable cause:

• The accounting module is not active

• The order has not yet been invoiced.

Solution :

• Check your subscription

• Check the invoice status

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❌ I want to create a credit note without an invoice

Not possible in Yoplanning

👉 A credit note is always linked to an existing invoice.

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❌ The total becomes negative

Cause :

• Excessive negative amounts

Solution :

• Adjust the lines

• The final total must remain ≥ 0

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Key points to remember

• A credit note = a modification to an existing invoice

• Always linked to a validated invoice

• Always created via reopening an order

• Never created ex nihilo

This logic guarantees reliable accounting management, which is compliant and traceable in Yoplanning.pro.