Invoices & e-invoicing compliance — found from sitemap — Orb

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Facts read from this source

• Credit note definition Report an error

  “A credit note is a document that can be used to decrease the amount due or issue a credit for an already issued invoice.”

• Credit note types Report an error

  “When a credit note is issued for an issued invoice, it is considered an adjustment. When a credit note is issued for a paid invoice, it is considered a refund.”

• Credit note external sync restriction Report an error

  “Credit notes cannot be applied to any invoices that have been synced to an external provider such as Stripe or QuickBooks.”

• Credit note tax Report an error

  “Credit notes will also include any applicable tax when associated with an invoice that included tax. Tax will be calculated when the credit note is issued.”

• Credit note service period modes Report an error

  “Original service period (Default): Use the original invoice line item service periods. This is the default behavior when no custom service periods are specified.”

• Credit note service period constraint Report an error

  “Date boundaries: Credit note service periods cannot extend beyond the service periods of the original invoice line items, and/or today’s date (issuance date).”

• Credit note multiple per invoice Report an error

  “Multiple credit notes can be applied to an invoice up to the total value of the invoice.”

• Credit note balance interaction Report an error

  “Applying adjustment credit notes will revert any applied balance, apply the credit note’s amount, and then re-apply any applicable remaining balance.”

• Credit note cancellation Report an error

  “When cancelling a subscription during a billing period, Orb will issue a credit note against the original invoice for fees paid in-advance.”

• Credit note revenue recognition Report an error

  “The credit note reverses revenue recognition for the credited service period. If the accounting period is closed, the reversal appears as a catch-up adjustment in the next open period.”

• Credit note email delivery Report an error

  “If the account and customer are configured for email delivery, all credit notes will be delivered on creation.”

• Credit note email pdfs Report an error

  “Adjustment credit notes will include two PDFs: one of the credit note and one for the updated invoice with the credit applied. Refund credit notes will only have the credit note’s PDF.”

• Credit note service period API Report an error

  “For API integration, use the start_date and end_date parameters as described in the API reference.”

• Credit note void no email Report an error

  “Voiding a credit note will not send any emails.”

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Scores citing this record

• The Billing Engineer Plans, pricing models & subscription lifecycle
• The Billing Engineer Invoices & e-invoicing compliance
• The Finance Lead Plans, pricing models & subscription lifecycle
• The Finance Lead Invoices & e-invoicing compliance
• The SaaS Founder Invoices & e-invoicing compliance
• The Service-Business Owner Invoices & e-invoicing compliance
• The Skeptic Plans, pricing models & subscription lifecycle
• The Skeptic Invoices & e-invoicing compliance
• The Skeptic Revenue reporting & accounting handoff
• The Tax Adviser Plans, pricing models & subscription lifecycle
• The Tax Adviser Invoices & e-invoicing compliance
• The Tax Adviser Revenue reporting & accounting handoff