In version 2022.4, the VAT behavior for credit notes was updated. This article shows how to correctly configure a credit note so that the VAT lines are filled in automatically.
Just as with standard invoices, you can pre-configure the posting settings and VAT lines on the document type. When you then select this pre-configured document type while creating a credit note, everything you set up there will be filled in automatically.
Document Type Setup
You can pre-configure the document type in the menu Sales - Document Types - Issued Invoice Types:
It is important to select the type Credit Note/Corrective Tax Document. If this type is not set, credit notes will be created incorrectly (the sign on the quantity will not change, and the amount will remain positive):
On the Posting tab, you can pre-configure the VAT control report line, the debit account, and more. VAT lines can be pre-configured within the Posting Rule (Credit):
Here you can create a new posting rule for credit notes using the New button:
On the right side, check the visibility in the Issued Invoices modules, and you can fill in the revenue account and the VAT account. For the VAT line to be filled in correctly and automatically, you must select the fulfillment code: Correction of Supply:
Creating a Credit Note
You can then create a credit note directly from an invoice via Services - Create Credit Note, where you select the credited quantity and the document type for the credit note:
If the document type has been configured correctly, the VAT line applicable to the credit note will be filled in automatically (024-025 O; 024-025, 028 O; 028 O; 013, 014 O):
