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LexwareOffice

Node to interact with LexwareOffice

Actions29

Credit Note → Create Credit Note

AI-generated

Overview

This node operation creates a credit note in LexwareOffice. It is useful for businesses that need to issue credit notes to customers for returned goods, refunds, or adjustments to invoices. For example, a company can automate the creation of credit notes when processing returns or correcting billing errors.

Use Case Examples

  1. Creating a draft credit note for a returned product with detailed line items and recipient address.
  2. Finalizing a credit note immediately upon creation to send it to the customer with a specified due date and payment conditions.

Properties

Name Meaning
Organization ID Unique ID of the organization the credit note belongs to, required to specify the organization context.
Voucher Status Status of the credit note, either draft (editable) or open (finalized and sent).
Voucher Date Date of the credit note; only the date part is used, time is ignored.
Due Date Due date for payment of the credit note; only the date part is used, time is ignored.
Language Language of the credit note, e.g., German or English.
Finalize Boolean flag indicating whether to create the credit note in finalized state (open) or draft mode.
Address Address details of the credit note recipient, including optional contact ID, name, street, city, zip, country code, and contact person.
XRechnung Properties for XRechnung enabled credit notes, such as buyer reference (Leitweg-ID).
Line Items Items included in the credit note, each with ID, type (service, material, custom, text), name, description, quantity, unit name, and unit price details (currency, net amount, gross amount, tax rate).
Total Price Total price details of the credit note including currency, total net amount, total gross amount, and total tax amount.
Tax Conditions Tax conditions for the credit note, specifying the type of tax calculation such as net, gross, VAT free, or special cases like construction service or intra-community supply.
Payment Conditions Payment terms and discount conditions for the credit note, including payment term label, duration, and discount percentage and range.
Shipping Conditions Shipping details including type (delivery, service, none, etc.), shipping date, and shipping end date for periods.
Related Vouchers Related vouchers such as invoice ID linked to the credit note.
Print Layout ID ID of the print layout to be used for the credit note.
Title Title of the credit note; defaults to organization's default if not provided.
Introduction Introductory text or header for the credit note; defaults to organization's default if not provided.
Remark Closing text note for the credit note; defaults to organization's default if not provided.

Output

JSON

  • id - Unique identifier of the created credit note
  • organizationId - ID of the organization the credit note belongs to
  • voucherStatus - Status of the credit note (draft or open)
  • voucherDate - Date of the credit note
  • dueDate - Due date for payment
  • language - Language of the credit note
  • finalize - Indicates if the credit note was created finalized or as draft
  • address - Address details of the credit note recipient
  • xRechnung - XRechnung properties if applicable
  • lineItems - List of line items included in the credit note
  • totalPrice - Total price details of the credit note
  • taxConditions - Tax conditions applied to the credit note
  • paymentConditions - Payment terms and discount conditions
  • shippingConditions - Shipping details related to the credit note
  • relatedVouchers - Related vouchers such as linked invoice IDs
  • printLayoutId - Print layout ID used for the credit note
  • title - Title of the credit note
  • introduction - Introductory text or header
  • remark - Closing text note

Dependencies

  • An API key credential for LexwareOffice to authenticate requests

Troubleshooting

  • Ensure all required fields like Organization ID and Voucher Date are provided to avoid validation errors.
  • If the credit note fails to create, check the API credentials and network connectivity.
  • Invalid date formats or missing required address fields may cause errors; ensure dates are in correct format and address includes required country code if no contact ID is provided.

Links

Discussion