General information on assets and how they work.

What is an asset?

A credit note is an accounting document used to cancel or correct an invoice that has already been issued. It can be used to rectify an error (such as an incorrect quantity or price) or to reimburse a customer in the event of an order cancellation. In France, credit notes are governed by strict accounting rules and must specify the invoice they are correcting.

Distinction between a credit note and a customer credit note

It is essential to distinguish between a credit note, customer credit, or a gift certificate. Until an invoice is validated, any modification or cancellation is considered a customer credit. This credit can then be used for future orders, but it does not replace a legally valid invoice.

Before generating a credit note, check if an invoice has been validated. If so, and you wish to modify or cancel it, you must create a credit note. See the guide to generating a credit note from an invoice on Yoplanning for more details.

Order management without invoice

If the service related to the order has not yet been invoiced, any modification or cancellation of the order results in the creation of a customer credit. This credit can be used later for other services. To manage customer credits, refer to this guide on creating and using customer credit in Yoplanning.

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Use these distinctions to ensure proper accounting and document management in YoPlanning.