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[Docs D-29] Troubleshooting — Credit notes and corrective invoices #94

Description

@nielsdrost7

Wiki section: Troubleshooting
Tier: 4 — Troubleshooting
Publish when: InvoicePlane v1.8.0 is released


How InvoicePlane signals a credit note

InvoicePlane sets invoice_sign = 0 on credit note records. The generators detect this and switch to the appropriate credit note document type.


CII credit notes (Factur-X, ZUGFeRD, XRechnung CII)

In CII, a credit note uses TypeCode 381 instead of the invoice TypeCode 380:

  381  
  ...

All amounts remain positive — the TypeCode itself signals that the amounts reduce the buyer's liability.


UBL credit notes (UBL CIUS variants)

In UBL, credit notes use a separate root element:

  381
  ...

The generator switches from ubl:Invoice to ubl:CreditNote automatically when invoice_sign = 0.


Format support summary

Format Credit note supported? Notes
Factur-X (all profiles) ✅ Yes TypeCode 381
ZUGFeRD 2.3 (all profiles) ✅ Yes TypeCode 381
XRechnung CII ✅ Yes TypeCode 381
XRechnung UBL ✅ Yes ubl:CreditNote
UBL.BE ✅ Yes ubl:CreditNote, DocumentType = CreditNote (rule ubl-BE-02)
SI-UBL NL ✅ Yes ubl:CreditNote
CIUS-RO ✅ Yes ubl:CreditNote
CIUS-PT ✅ Yes ubl:CreditNote
KSeF (Poland) ❌ No Corrective invoices require a separate FA-3 corrective document type not yet implemented
FatturaPA (Italy) ⚠️ Partial Experimental — verify against SdI rules
Facturae (Spain) ⚠️ Partial Experimental

KSeF corrective invoices

The KSeF v2.0 generator does not support corrective invoices (Polish: faktura korygująca). The FA-3 format has a dedicated structure for corrections that differs significantly from a standard invoice. This is a known limitation — see the KSeF country guide for the full list of unsupported invoice types.


Referencing the original invoice (BT-25)

EN 16931 recommends (but does not always mandate) that a credit note reference the original invoice number. InvoicePlane stores this in creditinvoice_parent_id. Generator support for including this reference in the XML varies by format:

  • CII: ram:InvoiceReferencedDocument/ram:IssuerAssignedID
  • UBL: cac:BillingReference/cac:InvoiceDocumentReference/cbc:ID

Check the specific generator's implementation for whether this field is currently exported.


Migrated from InvoicePlane/InvoicePlane-e-invoices#53.

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