Actions29
- Article Actions
- Contact Actions
- Credit Note Actions
- File Actions
- Invoice Actions
- Payment Actions
- Profile Actions
- Quotation Actions
- Recurring Invoice Template Actions
- Voucher Actions
- Voucherlist Actions
Credit Note → Pursue Credit Note
AI-generatedOverview
This node operation allows users to pursue a credit note from a preceding sales voucher (such as an invoice) in LexwareOffice. It is useful for automating the creation of credit notes based on existing sales vouchers, optionally finalizing the credit note immediately upon creation. This can streamline financial workflows by programmatically managing credit notes linked to sales transactions.
Use Case Examples
- Automatically create a credit note from an invoice when a return is processed.
- Pursue and finalize a credit note from a sales voucher as part of an automated refund process.
Properties
| Name | Meaning |
|---|---|
| Credit Note ID | The ID of the credit note to get, update, delete, pursue, render, or download. Required for pursue operation. |
| Preceding Sales Voucher ID | ID of the preceding sales voucher (e.g., invoice) to be pursued to a credit note. Required for pursue operation. |
| Finalize | Whether to create the credit note in a finalized state when pursuing from a sales voucher. |
| Request Options | Settings for request behavior such as batching, SSL certificate validation, proxy usage, and timeout configuration. |
Output
JSON
id- The unique identifier of the pursued credit note.status- The current status of the credit note after pursuing.precedingSalesVoucherId- The ID of the sales voucher from which the credit note was pursued.finalized- Boolean indicating if the credit note was created in a finalized state.
Dependencies
- An API key credential for LexwareOffice to authenticate requests.
Troubleshooting
- Ensure the preceding sales voucher ID is valid and exists in LexwareOffice; otherwise, the pursue operation will fail.
- If the credit note ID is missing or incorrect, the node will not be able to perform the pursue operation.
- Network issues or incorrect proxy settings can cause request failures; verify proxy and timeout settings.
- If SSL certificate validation is disabled, be aware of potential security risks when accepting insecure responses.