Credit Notes with CFDi in Accounts Receivable - Mexico - Invoices of Folios
Go to: Administration → Accounts Receivable → Register and Issue of Sales Invoice
In Search Registered and/or Issued Receivables Document look for the document in which the Credit Note is to be issued.
In the Register and Issue of Receivable Documents window, enter the appropriate information in these fields:
Field | Description |
| Credit Note | |
| Document Type | Choose between: Cancel: Cancel the selected CFDI Correct Amount: Correct the amount of the selected CFDI. |
| Payment Method | Select the same payment method of the related CFDI PPD or PUE |
| Detail | Select Manual |
| Type of CFDi Use | Choose the related CFDi |
Press the Add button.
In the Reference Document field select the CFDI to cancel or the correct amount.
Click on the Save button. The information of the selected document will be displayed.
Correction Amount
To correct the amount: in the Document Detail window click on the Edit icon to enter the amount of the CFDI to be corrected. And in the Document Item window, modify the corresponding field and click on the Save button.
Pressing the Generate CFDI button will generate the CFDI of the Credit Note.
Cancel
To Cancel: Click on the Generate CFDI button to issue the Credit Note.
Register the Corresponding Accounting Entry:
Press Other Document to return to the initial window.