To issue a credit note, you can either upload an existing file or create one while invoicing an order:
 

a) To upload an existing file:

1. Click on Customer Invoices.
2. Click Upload.
3. Select the customer to be invoiced.
4. Specify the company/branch issuing the invoice, if applicable.
5. Click Browse.
6. Upload the document.
7. Confirm by clicking Upload Files.

The document will be sent to Cegedim for verification. You will receive a notification when the electronic invoice is available on the portal for validation.
 

b) To generate a credit note while invoicing an order:

1. From the relevant order, click Invoice.
2. Specify the company/branch issuing the invoice, if applicable.
3. Click Next.
4. At the top, select the type of invoice to issue.
5. Complete the form.
6. Click Validate and Send Invoice.

The document will be sent to Cegedim for verification. You will receive a notification when the electronic invoice is available on the portal for validation.