대변전표 및 환불 처리¶
A credit/debit note, or credit/debit memo, is a document sent to a customer to inform them that they have been credited/debited a certain amount.
다음과 같이 다양한 경우에 대변전표를 발행할 수 있습니다.
청구서에 오류가 있는 경우
품목을 반품하거나 서비스를 거부한 경우
배송된 품목이 손상된 경우
이에 비해 드물기는 하지만, 차변전표는 확정이 완료된 고객 청구서나 공급업체 청구서에 수정 사항이 생겨서 회수할 부채가 발생한 경우에 해당 내용을 추적하기 위해 주로 발행합니다.
참고
승인이 완료된 청구서를 합법적으로 취소, 환불 또는 수정하는 방법은 대변/차변 전표를 발행하는 방법밖에 없습니다. 고객에게 환불을 하는 경우에는 나중에 반드시 결제 등록 을 진행하도록 하고, 보관 가능 품목을 반품하는 경우에는 반품 승인을 해야 합니다.
고객에게 대변전표 발행¶
In most cases, credit notes are created directly from the corresponding invoices. To do so, go to , open the relevant Invoice, and click Credit Note.
In the Credit Note window, fill in the Reason displayed on Credit Note and update the Journal and Reversal date if needed. There are two options:
Click Reverse to open a draft credit note prefilled with the exact details from the original invoice. Update the Product and Quantity and click Confirm. This option allows for a partial refund or modifications to the credit note.
Click Reverse and Create invoice to create a credit note, validate it automatically, reconcile it with the related invoice, and open a new draft invoice prefilled with the exact details from the original invoice.
To create a credit note from scratch, go to , and click New. Filling out a credit note follows the same process as completing an invoice.
참고
A credit note sequence starts with R and is followed by the related document number (e.g.,
RINV/2025/0004 is associated with the invoice INV/2025/0004).
고객에게 차변전표 발행¶
To create a debit note, go to and follow these steps:
Select the desired invoice(s), click Actions and select Create Debit Note.
In the Create Debit Note window, fill in the Reason and update the Use Specific Journal and Debit Note Date fields if needed.
Enable the Copy Lines option to copy the invoice lines and click Create Debit Note.
In the debit note, update the Product and Quantity and click Confirm.
팁
To create a debit note from the invoice form view, click the (gear) icon and select Debit Note.
공급업체 환불 기록¶
Vendor refunds or vendor credit notes are recorded the same way as credit notes:
To record a vendor refund or a vendor credit note directly from the corresponding vendor bill, go to , open the relevant vendor bill, and click Credit Note.
To record it from scratch, go to , and click on New.
공급업체 차변전표 기록¶
Debit notes from vendors are recorded the same way debit notes are issued to customers.
To record a debit note, go to and select the desired bill(s). Click Actions and select Create Debit Note.
팁
To create a debit note from the vendor bill form view, click the (gear) icon and select Debit Note.
전표 항목¶
Creating a credit/debit note from an invoice/bill generates a reverse entry that cancels out the journal items from the original invoice.
Example
청구서의 전표 항목:
The credit note’s journal entry generated to reverse the original invoice above:
