In this article, you'll learn how to set up your credit note document, including all necessary settings for B2B credit notes. We'll also show you how to create documents for different sales channels.

You can find instructions for creating credit notes in daily business here.

You can adjust your credit note document under Settings → Shop → Documents → pickware_erp_invoice_correction, or create another invoice document via Create document. Below you'll find an overview of the various configuration options.

When you create a new document, you first need to define a document type and assign it to a Sales Channel. A document can also be assigned to multiple Sales Channels.

Here you'll find various options regarding the document's appearance. For example, you can upload your company logo, set the page format and orientation, and show or hide the header and footer, page numbering, and order line items. Here you can also configure whether the note about intra-community delivery or tax-exempt export delivery should be displayed on the invoice. Please refer to the notes on this further below.

Here you can enter your company address and other business details. The address appears in the top right, above the destination address on the invoice document.

If you have connected multiple Shopify shops to your Pickware Admin and therefore need individual credit note documents, create a separate credit note document for each shop and assign it to the corresponding Sales Channel.

The default credit note document applies globally to all Sales Channels and cannot be deleted. However, as soon as another credit note document exists for a specific Sales Channel, it will be used instead of the global document.

Under Settings → Number ranges, you can adjust existing number ranges as needed and add new ones, and use the Assignment section to control which document type or Sales Channel they apply to.

For B2B credit notes within the EU, the VAT ID and a note on the intra-community delivery must be automatically included. For deliveries outside the EU, a note on tax-exempt export delivery is required. To do this, the following settings need to be made in the Pickware Admin:

Whether and in which case the notes intra-community delivery or tax-exempt export delivery are displayed on the credit note is controlled by the EU member state field under Settings → Countries. All countries marked as EU member states receive the intra-community delivery note, and all other countries receive the tax-exempt export delivery note.

You can find more information on the topic of B2B orders in Pickware in this article: How can I use Pickware for B2B orders?

Under Background image in the document settings, you can store an image that will be displayed across the entire document. This way, you can, for example, transfer your corporate design to the credit note.

To do this, select an image from the uploaded media.

Be sure to note the following: