--- title: "Management of sales credit and debit notes" url: "https://help.simasuite.com/en/article/management-of-sales-credit-and-debit-notes" language: "en" last_updated: "2026-06-15T10:19:14.125Z" --- # Management of sales credit and debit notes ## Management of sales credit and debit notes * * * ## Credit and Debit Notes ## 🚩 Hungarian Market ### 1.1 Creation of sales credit notes with associated purchase credit note This [video](https://youtu.be/x9E2u5hcFVs) explains how to create credit and debit notes. ### 1.2 Creation of sales credit notes without associated purchase credit note The creation of sales credit notes directly on a sales invoice, without having an associated purchase credit note, must be done as follows: - Select the sales invoice on which the sales credit note will be created: - Go to the path: *\[Parts Module -> Sales Tab -> Invoices Section -> Credit/Debit notes Option\]* - Click on the *New document* option, the credit and debit notes creation wizard will open - Click on the *Next>>* button in the first step of the wizard - Step *Type of document*: Select the option *Credit Note* and click the button *Next>>* - Step *Invoicing Typology*: Click on the *Next>>* button - Step *Select third party*: Click on the magnifying glass button, look for the Dealer to whom the sales invoice was issued, select it and click on the *Next>>* button - Step *Select predecessor document*: Click on the magnifying glass button, look for the sales invoice on which the sales credit note will be issued, select it and click on the *Next>>* button - Step *Summary*: Click on the *End* button - Select the detail lines of the sales invoice on which the user will make the sales credit note: - Select the detail lines of the sales invoice on which the user will make the sales credit note - Click on the *Accept* button - Click on the *\*Remarks* section located in the lower left hand corner - In the table that appears, click on the first cell of the second row - Select the *Header* option - Click on the second cell of the second row, i.e. the cell to the right of *Header* - Type the text *SKIP-CASSATION-WITH-PURCHASE-CANCELLATION* - Confirm the sales credit note with the green check mark - Please, take into account the following: - The creation of a sales credit note in this way will not match the sales credit note with the purchase credit note. - If the supplier subsequently sends the purchase credit note, then the user has to create a JIRA for AIDA linking the previously created sales credit note with the purchase credit note sent by the supplier. *Important:* - This process should only be performed as long as the sales credit note generation is not automatic. - If a sales credit note is generated manually and the automatic sales credit note generation is already running, then two sales credit notes for the same amount would be issued to the same Dealer. In order to solve this problem a manual sales debit note must be generated to the Dealer for the amount of one of the sales credit notes. ### 1.3 Creating a credit note as a correction of a sales invoice with wrong price The creation of a sales credit notes directly on a sales invoice as a correction of the sales invoice with wrong price, must be done as follows: - Select the sales invoice on which the sales credit note will be created: - Go to the path: *\[Parts Module -> Sales Tab -> Invoices Section -> Credit/Debit notes Option\]* - Click on the *New document* option, the credit and debit notes creation wizard will open - Click on the *Next>>* button in the first step of the wizard - Step *Type of document*: Select the option *Credit Note* and click the button *Next>>* - Step *Invoicing Typology*: Click on the *Next>>* button - Step *Select third party*: Click on the magnifying glass button, look for the Dealer to whom the sales invoice was issued, select it and click on the *Next>>* button - Step *Select predecessor document*: Click on the magnifying glass button, look for the sales invoice on which the sales credit note will be issued, select it and click on the *Next>>* button - Step *Summary*: Click on the *End* button - Select the detail lines of the sales invoice on which the user will make the sales credit note: - Select the detail lines of the sales invoice on which the user will make the sales credit note - Click on the *Accept* button - Go to the field *Gross unit* and type the amount that is the difference between the correct price and the price that was on the invoice, i.e. if there were 1000 Euros on the sales invoice and the correct price was 700 Euros, then 300 Euros should be established here. *This amount must be before tax* - Click on the *\*Remarks* section located in the lower left hand corner - In the table that appears, click on the first cell of the second row - Select the *Header* option - Click on the second cell of the second row, i.e. the cell to the right of *Header* - Type the text *SKIP-CASSATION-WITH-PURCHASE-CANCELLATION* - Confirm the sales credit note with the green check mark ### 1.4 Errors in Credit Notes New error messages have been added to the Cancellations confirmation process, in order to help you in the accuracy of the error prompted, in case of any incident related with the lines of the cancellation document being confirmed. The error message will be prompted like this example, and will prevent the confirmation of the document depending on several validations performed. Here there is the complete list of possible error messages: - *Error code -901:* At least there is a part number that do not exists in the Master Catalog. - *Error code -902:* There is an error in the link between the Credit Note and the Invoice to be cancelled. No Invoice specified to be cancelled. There should exists one by legal requirements. - *Error code -903:* There is an error in the link between the Credit Note and the Invoice to be cancelled. There is more than one Invoice specified to be cancelled. - *Error code -904:* There is an error in the link between the Credit Note and the Invoice to be cancelled. The Invoice customer-section is different from the Credit Note customer-section. - *Error code -905:* There is an error in the link between the Credit Note and the Invoice to be cancelled. The cancelled quantity is greater than the invoiced quantity in at least one line. - *Error code -906:* There is an error in the link between the Credit Note and the Invoice to be cancelled. The cancelled quantity in this document plus the previous cancelled quantity in other credit notes is greater than the invoiced quantity in at least one line. - *Error code -907:* There is an error in the link between the Sales Credit Note and the candidate Purchase Credit Note to be automatically associated with. At least one line of this sales credit note can not be linked with a purchase credit note line. - *Error code -908:* There is an error in the link between the Sales Credit Note and the candidate Purchase Credit Note to be automatically associated with. For at least one line there is no purchase credit note line available where the quantity match the sales credit note quantity. - *Error code -909:* There is an error in the link between the Sales Credit Note and the candidate Purchase Credit Note to be automatically associated with. For at least one line there are more than one purchase credit note lines available to be linked and the system can not automatically identify which one to use.