Credit Note Handling

Credit notes (returns/refunds) are handled similarly to sales invoices but require special attention to ensure they are correctly linked to the original invoice at the KRA level.

Recommended Flow: Credit Note Against an Existing Invoice

1. Open the original Sales Invoice in ERPNext.
2. Use ERPNext's built-in Return / Credit Note button to create the credit note.
3. The system automatically fetches the CU Invoice Number from the original invoice and populates the Relevant Invoice Number field on the credit note. Auto-Fetched CU Number
4. Submit the credit note.
5. The integration fires and sends the credit note to INCOTEX using the appropriate credit note endpoint (inclusive or exclusive, matching the original invoice).
6. INCOTEX processes the return and responds with updated status, which is recorded on the credit note.

Standalone Credit Notes

If you need to create a credit note that is not linked to an existing invoice in your system (e.g., an invoice was issued outside ERPNext), you must manually enter the CU Invoice Number from the original invoice into the Relevant Invoice Number field before submitting. Without this, INCOTEX cannot link the credit note to the correct original transaction at KRA.

Warning: Submitting a standalone credit note without the correct CU Invoice Number will result in a failed or incorrectly matched submission at KRA.