Create a corrective invoice (Spain)

This article explains how to create a corrective invoice for Spain in Microsoft Dynamics 365 Finance.

The following procedures walk you through how to create a corrective invoice. The procedures use the demo data company DEMF with a primary address in Spain.

Create a purchase invoice

To create a purchase invoice, follow these steps.

1. In Dynamics 365 Finance, go to Project management and accounting > Projects > All projects.
2. In the list, select the link in the selected row.
3. Select Item task.
4. Select Purchase order.
5. In the Vendor account field, enter or select a value.
6. Select OK.
7. In the list, mark the selected row.
8. Select Edit.
9. In the Item number field, enter or select a value.
10. In the Quantity field, enter a number.
11. On the Action Pane, select Purchase.
12. Select Confirm.
13. On the Action Pane, select Invoice.
14. Select Invoice.
15. Select Default from: Product receipt quantity to open the drop dialog.
16. In the Default quantity for lines field, select an option.
17. Select OK.
18. In the Number field, enter a value.
19. Select Save.
20. Select Post.

Post a credit note on a purchase

To post a credit note on a purchase, follow these steps.

1. In Dynamics 365 Finance, go to Project management and accounting > Projects > All projects.
2. In the list, select the link in the selected row.
3. Select Item task.
4. Select Purchase order.
5. In the Vendor account field, enter or select a value.
6. Select OK.
7. On the Action Pane, select Purchase.
8. Select Credit note.
9. Expand the Invoices section.
10. Select the Select all checkbox.
11. Expand the Parameters section.
12. Select OK.
13. On the Action Pane, select Invoice.
14. Select Credit invoicing.
15. In the Reason code field, select an option.
16. In the Reason for correction field, enter a value.
17. In the Correction method field, select an option.
18. Select OK.
19. Select Financials.
20. Select Credit invoicing.
21. In the Reason code field, select an option.
22. In the Reason for correction field, enter a value.
23. In the Correction method field, select an option.
24. Select OK.
25. Collapse the Line details section.
26. Select Save.
27. On the Action Pane, select Purchase.
28. Select Confirm.
29. On the Action Pane, select Invoice.
30. Select Invoice.
31. Select No.
32. In the Number field, enter a value.
33. Select Post.

Verify the posted invoice has the correct information

To verify the posted invoice has the correct information, follow these steps.

1. In Dynamics 365 Finance, go to Accounts payable > Vendors > All vendors.
2. In the list, select the link in the selected row.
3. Select Transactions.
4. Select the General tab to verify the posted invoice.