Create a credit memo for the discount amount and e-Invoice against the credit memo.

[Andrews_Lucas]

Hello, 

We have a scenario where, the business created a Sales order against a customer order in which they missed deducting the discount which the business had agreed earlier.

(Example - order quantity - 100 Nos, Price - 10000, Discount - 5% = 9500). Outbound delivery was create and invoiced. And also e-Invoice was also generate against the invoice. 

The business now wants to create a credit memo just for the discount amount and generate an e-Invoice against this credit memo. 

I am not sure as to how to go ahead with this scenario. Request some one to guide me on this particular scenario. 

Thanks in advance.

BR..

[umasaral]

To handle this scenario, follow these steps:

1. Create a Credit Memo:
Go to the credit memo creation screen in your ERP system.
Select the customer and reference the original sales order or invoice.

2. Enter Discount Amount:
Input the amount for the discount (e.g., 500 for a 5% discount on a 10,000 price).
Ensure that the credit memo reflects the discount as a negative amount.

3. Post the Credit Memo:
Review the details and post the credit memo to the customer’s account.

4. Generate e-Invoice:
After posting the credit memo, use the e-invoice generation feature in your system.
Select the credit memo you just created to generate the e-invoice.

5. Send e-Invoice:
Once the e-invoice is generated, send it to the customer as per your normal process.

6. Document the Process:
Keep records of the original sales order, invoice, credit memo, and e-invoice for future reference.

This approach allows you to correctly account for the discount while maintaining compliance with invoicing requirements.

[Andrews_Lucas]

Hello Umasaral, thanks for the response. Let me check and get back to you on this one.