Balance correction

Prev Next

You can manually adjust the balance of the credit note using the Balance correction feature. Balance correction creates a transaction, which changes the balance value.

Note:

  • The balance cannot be reduced below the reserved amount.

  • Correcting the balance to zero creates a Redeem transaction and deactivates the credit note.

  1. Click the Balance correction button. The “Balance correction” dialog will open.

  1. Enter the new balance. This creates a transaction that updates the credit note’s balance to the specified value.

  2. (Optional) Add a note to describe the reason for the correction.

  3. Click Save to apply the changes. The transaction is updated in the Transaction table.

Only users with the common permission “Credit notes / Change balance” permission can adjust balance of existing credit notes.