Credit Note API Error

Extensibility
1

Hello @QFSteve
We are trying to create credit via api and encounter this error.

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according to Creating a Credit Note using the API
the ParentInvoiceId is not a mandatory field.

Our code below

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image700×549 61.6 KB

Please advice.

Mohammed

2

Hi Mohammed

For HOLD type credit notes, the ParentInvoiceId is required. As per the error message, VOID and HOLD types require this field. REFUND does not.

If you were looking to add a good will credit for example (which doesn’t originate from a sales invoice), you can use the type REFUND, which is the same as creating a negative invoice in the web version of QuickFile.

Hope this helps.

3

Hi @QFMathew

We just want to create a stand alone credit note and hold the balance on the client account. What are our options please?
Mohammed.

4

hello @QFMathew

Can you please help with error when using REFUND

Array ( [Errors] => Array ( [Error] => Array ( [0] => Refund type credit note must supply a paid from bank account nominal.Missing or invalid ‘CreditNote/PaidFromAccount’ nominal code.Refund amount exceeds total paid balance. ) ) )

5

Hi @Mohammed1

The funds have to be accounted for, so a nominal account (a bank account in the range of 1200-1299) should be specified. I don’t believe ad-hoc credit notes are supported at this time.

How would you create the credit note in the web interface? If you wouldn’t mind giving us a few steps on how you would normally do this, perhaps we can suggest how to replicate this in the API.

6

Morning @QFMathew

Credit Note on the web is easy

  1. Select the customer
  2. Add item and enter negative unit price
  3. When Save, we get option to refund or hold on account - and we simply click on hold on customer account.
    And that’s it.
7

Hi @QFMathew Any update on this issue please?

8

Holding on account for an ad hoc credit note (with no associated paid invoice) never used to be possible at all, even from the web ui. I suspect this is one of those cases where the UI has been changed to permit it but the API was not updated to match.

9

Hi @Mohammed1

@ian_roberts is correct - the ad-hoc credit note (which just increases the prepayment value without a bank entry or matching credit note) isn’t widely available.

It’s available to a small number of accounts at present as the update to support this wasn’t trivial and is still being tested. As such, the API doesn’t support this method of credit notes at this time.

You would need to supply a PaidFromAccount to go with it to balance the credit note (e.g. show the origin of the funds).

10

Hi @QFMathew

Thanks for confirming. Is API going to catch up with this any time soon. We are having to find work arounds for features that are not supported.

11

Hi @Mohammed1

I can’t say for certain. However, I would suggest raising this as a Feature Request for now so we can keep you updated with any progress with this.

12

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