Hello,
As per France e-invoicing requirements, a credit invoice must include a reference to the original invoice being credited.
For project-related customer orders, creating a credit invoice directly from the original invoice correctly populates the original invoice reference and updates the Actual Revenue on the project. However, this approach does not impact the Planned Revenue.
As the system does not allow the creation of customer order lines with negative quantities or amounts, the current process is to create a charge with a negative amount and associate it with a project-linked order line having a zero amount. This allows the Planned Revenue on the project to be adjusted correctly.
When a credit invoice is generated using this approach, the credit invoice does not automatically retrieve the reference to the original invoice being credited. In addition, there is currently available field which is not getting updated automatically or fields are not non editable for manual action.
From a France e-invoicing compliance perspective, the generated credit invoice should contain a link to the original invoice being credited. Without this reference, the credit invoice may not meet local e-invoicing requirements.
Do we have any experience with other customers using negative charges on Customer Orders to adjust Planned Revenue while maintaining a reference to the original invoice on the resulting credit invoice?
Is there any standard functionality, configuration, or recommended process to ensure that the original invoice reference is populated on credit invoices generated through this method?
Any guidance or recommendations would be greatly appreciated.
Thank you.