Credit notes and corrections

Credit notes

Open the invoice in Odoo and click Credit Note. Post it, and the connector sends it to Twinfield just like an invoice: in the same daybook, on the same customer or supplier, with negative amounts. That works for sales and purchases, for the full amount or part of it. Matching (invoice against credit note) is done in Twinfield; the connector then reads that they are paid.

A mistake in a sent invoice

The simplest and always correct way: create a credit note and then a new invoice. Rather reset the invoice to draft in Odoo?

• Provisionally booked in Twinfield: that is possible. After your confirmation the connector removes the booking in Twinfield.
• Finally booked: use a credit note. Twinfield does not delete final bookings.

Cancelling an invoice in Odoo

Sometimes you really want to cancel an invoice in Odoo, for example to be able to cancel the related order. For that, the accounting manager has two buttons.

Unlink with credit note

Create a credit note for the full amount and let it be sent. On the invoice (Twinfield tab) or in Twinfield › Invoices, click Unlink with credit note. Invoice and credit note become Unlinked from Twinfield. You can reset them to draft in Odoo and cancel them. Both bookings stay in Twinfield; together they are zero.

Unlink together (zero balance)

Several documents of one customer or supplier that together come to zero? Select them in Twinfield › Invoices and click Unlink together (zero balance). Everything must have been sent, in the same administration, and the amounts must cancel out exactly. In Odoo they must not be linked to a payment or another document.

Unlinking changes nothing in Twinfield. It only makes Odoo and Twinfield show the same again. Posting an unlinked invoice again does not send it to Twinfield again.

Deleted in Twinfield

If someone removes a booking in Twinfield, the daily check notices. The invoice gets Deleted in Twinfield and you choose: send again (as a new booking) or not.