Credit note: how to upload?

A credit note is a document sent by a seller (partner) to the customer (Xometry) to indicate a return of funds in case of an invoice error, incorrect or damaged products, purchase cancellation, or otherwise specified circumstance.

A credit note is issued for the value of goods returned by the customer, it may be less than or equal to the total amount of the order.

Case study

Xometry purchases parts worth 100 000 from Partner X, however, 10 000 worth of parts were found damaged due to some reason & this was notified to Partner X at the time of actual delivery.

Partner X issues a credit note for 10 000 in the name of Xometry. This reduces the accounts receivable for Partner X by 10 000 and the Xometry is only required to pay 90 000.

❗️ IMPORTANT: the Credit Note cannot be minus! Please make sure you do not use a minus sign in the Credit Note positions (excluding Discount positions)!

The first way to upload a credit note:

Credit note can be uploaded using Finance tab, main menu. Click Add new credit note 

Select the invoice to the order for which you want to create a credit note 

Create a credit note

[1] Indicate the credit note number and date

[2] If the credit note is for all parts in the order, then you need to select "total cancellation". In this case all parts are added. If the credit note is partial, select that it is not "total cancellation" and then delete from the credit note the parts which should not be included.

[3] Upload your scanned credit note

[4] Confirm & Save

The second way to upload a credit note is 

1. Go to My Orders

2. Select the order for which you want to create a credit note by clicking on order details

3. Scroll down and find the invoice section

4. Select the invoice for which you want to create a credit note and click on it. Information about the uploaded invoice will appear on the screen. At the bottom of this page there is a button to create a credit note, click on it to create a credit note 

5. Indicate the credit note number and date 

Create a credit note

[1] Indicate the credit note number and date

[2] If the credit note is for all parts in the order, then you need to select "total cancellation". In this case all parts are added. If the credit note is partial, select that it is not "total cancellation" and then delete from the credit note the parts which should not be included.

[3] Upload your scanned credit note

[4] Confirm & Save

You credit note will appear in

1. Finance - Credit notes

2. My orders - Orders details and