POS Credit and Debit Notes - DTE Chile

This documentation is exclusively for companies operating under Chilean legislation and Electronic Invoicing.

Through this application it is possible to perform different actions on the DTEs issued in the Point of Sale module:

Register electronic boletas and invoices.

Reprint invoice, boletas, credit notes or electronic debit notes.
Assign credit notes / electronic debit notes.
Search for invoices, boletas, credit notes or electronic debit notes.

For the same day or previous days, giving the option of being the same RUT or invoicing to a new RUT.
The initial screen shows the following sections:

1. Search filters of issued Accounts: Allows you to search for registered documents.
2. Issued Accounts: Displays the day's accounts with the associated documents and their status. Displays the results of the searches performed.
   

Search for POS Accounts and/or DTE Documents

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To search for an account or document follow the steps below:
Go to: POS F&B - Retail → Point of Sale → Reprinting of Invoices
Register the information in the following fields:

Field	Description
Internal Invoice	Invoice number initially issued.
Invoiced To	Name of the company or natural person to whom the document was invoiced.
Register Fiscal Invoice	RUT Number or Fiscal Code of Agency/Company.
Change Date	Date on which the document was made.

Click on the Search button.
The search will be performed with the data entered (they are not mandatory fields so you can proceed without completely filling all of the fields) and the information will be displayed in the Issued Accounts section.

Registration of DTE (Electronic Tax Documents)

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The registration of Electronic Tax Documents at the Points of Sale is done at:

DTE	Touch Screen App	Invoice Reprinting App
Electronic Invoice	Yes	Yes
Electronic Boleta	Yes	Yes
Electronic Credit Note	No	Yes
Electronic Debit Note	No	Yes

To assign an invoice to a Point-of-Sale account perform the following actions:
Go to: POS F&B - Retail → Points of Sale → Reprinting of Invoice
Select the Charge Date with the Calendar icon in the Search Filters of Issued Accounts section. The default option is today's date.
Click on the Selection Pencil icon of the account for which you want to make the invoice in the Issued Accounts section.
In the Invoice Breakdown section enter the following fields:

Field	Description
Invoice Data	If the customer is already registered the name will be displayed, click on it to accept. Choose one of the following buttons if: Modify: If any customer billing information needs to be modified: company name, address, city, etc. New: A customer is entered that is not captured in the system.
Business Line	Select the appropriate one by clicking on it. Each business line has the corresponding tax documents.
Document Type	Click on the type to be performed: National Invoice Electronic Boleta
Reference Charges	Clicking on the External References button displays the External References section where the information required by the client is entered; this information will be displayed in the DTE. The information will be entered in the section Assign External References for Electronic Documents of the following fields: External Ref.*: Select by clicking on the appropriate one. External Folio: Enter External Reference Number. External Ref. Date: Enter date dd/mm/yyyy or click on the calendar. Reason: Enter comment or description. In the Assign External References for Electronic Documents section will display already registered references.
Invoice Type	Choose by clicking on: Summary: It will show in the Description column "Consumption". Detail: It will display all the Movements.
Email	Enter the e-mail address to which the DTE files will be sent.
Notes	Comments regarding the account are recorded.

*Mandatory Fields

Click on the Generate New Invoice button.
A window will be displayed to confirm the printing with the message Do you want to Generate New Document?
Click on the Ok button to finish printing, showing the DTE in its graphical representation in PDF format.

Reprinting of DTE (Electronic Tax Documents)

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To reprint a DTE associated with a POS account follow the steps below:
Go to: POS F&B - Retail → Points of Sale → Reprinting of Invoice
Select the Charge Date with the Calendar icon in the Search filters of Issued Account section. The default option is today's date.
In the Issued Accounts section click on the Selection Pencil icon of the account for which you wish to perform the document query.
Depending on the requirement, download the appropriate file:

1. PDF file: It will display the document in its graphical representation in PDF format which can be sent to print or save.
   
2. XML file: It will show the window or options to download the document in XML format.
   

Debit/Credit Notes

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In order to cancel the Electronic Tax Documents, a:

Document Issued	Document to Override
Electronic Invoice	Electronic Credit Note
Electronic Boleta	Electronic Credit Note
Credit Note	Debit Note
Debit Note	Credit Note

The actions that can be performed for both Credit and Debit Notes are as follows:

Action	Description
Annul	It renders the DTE ineffective.
Correct Text	Modifies text: Business, Address, Company Name, Notes.
Correct Amount	Edit Imports.

To assign a Credit Note or Debit Note to the DTE issued from the Points of Sale perform the following actions:
Go to: POS F&B - Retail → Points of Sale → Reprinting of Invoice
Select the Charge Date with the Calendar icon in the Search filters of Issued Account section in the Charge Date field. The default option is today's date.
Click on the Selection Pencil icon of the account for which you want to make the invoice or slip in the Issued Accounts section.
In the Invoice Breakdown section enter the following fields:

Field	Description
Invoice Data	If the customer is correct, it is left unchanged. If you need to correct it, choose one of the following buttons yes: Modify: If you need to modify some customer billing data: company name, address, city, etc. or modify the customer. New: Enter a customer that is not already captured in the system.
Document Type	Select the type of DTE to be performed: Credit Note Debit Note
Type of Reference for CN or DN	Select the action: Annul: This option renders the DTE ineffective. Click on the Save button. Correct Text: Click on the Reference Text Select the item to be modified: Line of Business, Address, Company Name, Notes and enter the correct new information. In the field where it says to enter the previous incorrect information. Click on the Save button. Correct Amount: Click on the Reference Charges button. Select what to have modified. Click The Save button.
Reference Charges	When clicking on the External References button, in case you need to modify or enter, the External References section is displayed, where you enter the information required by the client, which will be displayed in the DTE. Enter the information in the section Assign External References for Electronic Documents of the following fields: External Ref.*: Select by clicking on the appropriate one. External Folio: Enter External Reference Number. External Ref. Date: Enter date dd/mm/yyyy or click on the calendar. Reason: Enter comment or description. In the Assign External References for Electronic Documents section will display already registered references. Click on the icon to modify the captured data.
Invoice Type	Choose by clicking on: Summary: It will show in the Description column "Consumption". Detail: It will display all the Movements
Email	Enter the e-mail address to which the files will be sent.
Notes	Comments regarding the account are recorded.

*Mandatory fields
Click on the Generate New Invoice.
A window will appear to confirm the printing with the message Do you want to Generate New Document?
Click on the Ok button to finish printing, showing the DTE in its graphical representation in PDF format.

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