Credit Notes on Accounting?

Using my Dolibarr Financial modules
,
1

Hi everyone,
When I create a credit note for a customer in Dolibarr, it correctly debits the accounting account (e.g., Discounts & Credit Notes). However, when I later use that credit note to pay a new invoice for the same customer, the corresponding credit entry doesn’t seem to be recorded in Accounting. As a result, the balance in my Discounts & Credit Notes account keeps increasing and never goes down.

Is there a way to properly account for the application of credit notes so that the account balance is reduced accordingly? Am I missing a configuration step or accounting rule?

Thanks in advance for your help!

2

which dolibarr version are you running?

3

Hi @agarcina
You cannot use a credit note to pay a new invoice.
Credit notes are used only to correct an existing validated invoice amount(reduce the amount)

4

HI, Did you mark on the Credit note “Mark as Credit Available” and then apply the credit to an invoice (Need to match the credit to another invoice)?