Credit notes and sales corrections
Record sales corrections with the appropriate credit document and original-invoice context, rather than disguising a reduction as a negative new invoice.
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Keep a correction distinct from the original sale
When a sale needs correcting, the document history matters. Use the supported credit-note workflow with the relevant customer, lines and tax context, keeping the original transaction available for review. Electronic credit-note transmission, where applicable and configured, is a further lifecycle step rather than a consequence of simply editing the original invoice.
Separate credit, refund and physical return
A customer credit changes the financial position; a cash refund moves money; an RMA authorizes physical return or replacement work. They are not interchangeable. Recurring billing adjustments also retain their original invoice evidence so a reduction can become an appropriate credit rather than silently rewriting a period that was already billed.
What to know before you start
Issuing a credit does not automatically refund money or receive goods. Managed US-tax reversals need the original calculation evidence; historical documents may require tax review.
Practical questions
Does an RMA automatically create a credit note?
No. The RMA is a non-financial case. Authorize and process the financial remedy separately.
Can I use a negative invoice for a billing reduction?
Use the appropriate credit workflow. Billing-plan reductions follow their documented credit and approval lifecycle.
Continue the workflow
Returns and warranty replacements
Manage an RMA with explicit return and replacement decisions, original-shipment references, stock-aware receiving and independent progress for each physical leg.
Recurring billing plans
Define recurring contracts with explicit service periods, cadence, proration and issuance rules, preserving what was agreed for each billed period.
Electronic invoicing
Use supported Italian electronic-invoice sending and receiving workflows, with fiscal references, transmission outcomes and linked accounting documents.