Accounting and Invoicing

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Accounting Basics
- Getting started 40 xp
  - Quiz
- Accounting roles 60 xp
  - Quiz
- Chart of accounts 40 xp
  - Quiz
- Update your chart of accounts 💤 80 xp
  - Quiz
- Journals 80 xp
  - Quiz
- Import an opening balance 💤 60 xp
  - Quiz
- Debit and credit 40 xp
  - Quiz
Invoicing
- Customer invoices 60 xp
- Customer Invoice from a Sales Order 40 xp
  - Quiz
- Issuing a Credit Note 40 xp
  - Quiz
- Invoice digitization with OCR 40 xp
  - Quiz
- QR Code on Invoices for European Customers 60 xp
  - Quiz
- Registering a Vendor Bill 60 xp
  - Quiz
- Payment terms 40 xp
  - Quiz
- Terms & Conditions 40 xp
  - Quiz
Payments
- Customer and Vendor Payments 60 xp
  - Quiz
- Online Payments 60 xp
  - Quiz
- Payment Follow-up 40 xp
  - Quiz
- Batch Deposit of Checks 💤 40 xp
  - Quiz
- Cash discount 💤 40 xp
  - Quiz
Taxes
- Taxes and VAT 40 xp
  - Quiz
- Fiscal Positions 60 xp
  - Quiz
- Tax Report and Return 💤 80 xp
  - Quiz
- Cash Basis 💤 60 xp
  - Quiz
- Extra Taxes (ecotax, alcohol, luxury,...) 💤 60 xp
  - Quiz
- US Tax Compliance - Avatax💤 40 xp
  - Quiz
Bank and Cash
- Bank Configuration 60 xp
  - Quiz
- Bank Statements & Bank Synchronization 40 xp
  - Quiz
- Bank reconciliation 60 xp
  - Quiz
- Reconciliation Models 40 xp
  - Quiz
- SEPA Credit Transfer 💤 60 xp
  - Quiz
- SEPA Direct Debit 💤 40 xp
  - Quiz
Accounting management
- Assets Management 40 xp
  - Quiz
- One-shot deferred revenues and expenses 💤 40 xp
  - Quiz
- Deferred Revenue and Expenses 💤 60 xp
  - Quiz
- Analytic Accounting 60 xp
  - Quiz
- Budget Management 💤 60 xp
  - Quiz
- Multi company and Journal Groups 💤 40 xp
  - Quiz
Reporting
- Financial reports 💤 60 xp
  - Quiz
Inventory valuation
- Inventory Valuation 60 xp
  - Quiz
- Continental Inventory Valuation 💤 60 xp
  - Quiz
- Anglo-Saxon Inventory valuation 💤 40 xp
  - Quiz
End of period
- Multi-currency - Realized Gains/Losses 60 xp
  - Quiz
- Multi-currency - Unrealized Gains/Losses 💤 40 xp
  - Quiz
- Closing the fiscal year 💤 40 xp
  - Quiz

Issuing a Credit Note

40 XP

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Learn how to issue and manage a credit note.

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1. Which settings have to be enabled before creating a credit note?

The Credit Note should be checked in the Settings page. A specific Journal should be created The Dedicated Credit Note Sequence has to be activated in the appropriate Journal There is no setting to enable before issuing a credit note.

2. A refund can be…

It can be partial It can be total It can be partial or total It can be or can not be, this is the question

Accounting and Invoicing

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Issuing a Credit Note