[IMP] accounting: credit note refund options removed in 17

task-4376883

Author: afma-odoo

content/applications/finance/accounting/customer_invoices/credit_notes.rst

@@ -2,8 +2,8 @@
 Credit notes and refunds
 ========================
 
-A **credit/debit note**, or **credit/debit memo**, is a document issued to a customer that notifies
-them that they have been *credited/debited* a certain amount.
+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.
 
 Several use cases can lead to a credit note, such as:
 
@@ -15,108 +15,103 @@ Debit notes are less common but are most frequently used to track debts owed by
 vendors because of modifications to confirmed customer invoices or vendor bills.
 
 .. note::
-   Issuing a credit/debit note is the only legal way to cancel, refund, or modify a validated
-   invoice. Do not forget to **register the payment** afterward if you need to send money back to
-   your customer and/or validate the
-   :doc:`return </applications/sales/sales/products_prices/returns>` if a storable product is
+   Issuing a credit/debit note is the only legal method for canceling, refunding, or modifying a
+   validated invoice. Make sure to **register the payment** afterward if money is being refunded to
+   the customer and/or validate the
+   :doc:`return </applications/sales/sales/products_prices/returns>` if a storable product is being
    returned.
 
-.. _accounting/issue-credit-note:
+.. _accounting/credit_notes/issue-credit-note:
 
-Issue a credit note
-===================
+Issue a customer credit note
+============================
 
-You can create a credit note from scratch by going to :menuselection:`Accounting --> Customers -->
-Credit Notes`, and by clicking on :guilabel:`Create`. Filling out a credit note form works the same
-way as an invoice form.
+In most cases, credit notes are created directly from the corresponding invoices. To do so,
+go to :menuselection:`Accounting --> Customers --> Invoices`, open the relevant :guilabel:`Invoice`,
+and click :guilabel:`Credit Note`.
 
-However, most of the time, credit notes are generated directly from the related invoices. To do so,
-go to :menuselection:`Accounting --> Customers --> Invoices`, open the related **customer invoice**,
-and click on :guilabel:`Credit Note`.
+In the :guilabel:`Credit Note` window, fill in the :guilabel:`Reason displayed on Credit Note` and
+update the :guilabel:`Journal` and :guilabel:`Reversal date` if needed.
+There are two options:
 
-You can choose between three options:
+- Click :guilabel:`Reverse` to open a draft credit note prefilled with the exact details from the
+  original invoice. Update the :guilabel:`Product` and :guilabel:`Quantity` and click
+  :guilabel:`Confirm`. This option allows for a partial refund or modifications to the credit note.
+- Click :guilabel:`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.
 
-   - :guilabel:`Partial Refund`
-   - :guilabel:`Full Refund`
-   - :guilabel:`Full refund and new draft invoice`
+To create a credit note from scratch, go to :menuselection:`Accounting --> Customers --> Credit
+Notes`, and click :guilabel:`New`. Filling out a credit note follows the same process as completing
+an :ref:`invoice <accounting/invoice/creation>`.
 
 .. note::
-   A credit note sequence starts with `R` and is followed by the number of the related document
-   (e.g., RINV/2019/0004 is related to the invoice INV/2019/0004).
+   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).
 
-Partial refund
---------------
+.. _accounting/credit_notes/issue-debit-note:
 
-When selecting the :guilabel:`Partial Refund` option, Odoo creates a draft credit note already
-prefilled with all the necessary information from the original invoice. This is the option to choose
-if you wish to do a partial refund or if you want to modify any detail of the credit note.
+Issue a customer debit note
+===========================
 
-.. note::
-   This is the only option for invoices marked as *in payment* or *paid*.
-
-Full refund
------------
-
-When selecting the :guilabel:`Full Refund` option, Odoo creates a credit note, automatically
-validates it, and reconciles it with the related invoice.
+To create a debit note, go to :menuselection:`Accounting --> Customers --> Invoices` and select the
+desired invoice(s). Click :icon:`fa-cog` :guilabel:`Actions` and select :guilabel:`Create Debit
+Note`.
 
-.. image:: credit_notes/credit_notes02.png
-   :alt: Full refund credit note.
+In the :guilabel:`Create Debit Note` window, fill in the :guilabel:`Reason` and update the
+:guilabel:`Use Specific Journal` and :guilabel:`Debit Note Date` fields if needed. Enable the
+:guilabel:`Copy Lines` option to copy the invoice lines. Then, click :guilabel:`Create Debit Note`.
+Update the :guilabel:`Product` and :guilabel:`Quantity` and click :guilabel:`Confirm`.
 
-This is the option to choose for a full refund or to **cancel** a *validated* invoice.
+.. tip::
+   To create a debit note from the invoice form view, click the :icon:`fa-cog` :guilabel:`(gear)`
+   icon and select :guilabel:`Debit Note`.
 
-Full refund and new draft invoice
----------------------------------
+.. _accounting/credit_notes/record-vendor-refund:
 
-When selecting the :guilabel:`Full refund and new draft invoice` option, Odoo creates a credit note,
-automatically validates it, reconciles it with the related invoice, and opens a new draft invoice
-prefilled with the same details from the original invoice.
-
-This is the option to **modify** the content of a *validated* invoice.
+Record a vendor refund
+======================
 
-.. _accounting/issue-debit-note:
+Vendor refunds or vendor credit notes are recorded the same way as :ref:`credit notes
+<accounting/credit_notes/issue-credit-note>`:
 
-Issue a debit note
-==================
+To record a vendor refund or a vendor credit note directly from the corresponding vendor bill, go to
+:menuselection:`Accounting --> Vendors --> Bills`, open the relevant vendor bill, and click
+:guilabel:`Credit Note`.
 
-You can create a debit note from scratch by going to :menuselection:`Accounting --> Customers -->
-Invoices` or by clicking on the related invoice you wish to issue a debit note for. On the invoice
-form view, click :guilabel:`Cog icon (⚙) --> Debit Note`, fill in the information, and click
-:guilabel:`Create Debit Note`.
+To record it from scratch, go to :menuselection:`Accounting --> Vendors --> Refund`, and click on
+:guilabel:`New`.
 
-Record a vendor refund
-======================
+.. _accounting/credit_notes/record-debit-note:
 
-**Vendor refunds** are recorded the same way as credit notes:
+Record a vendor debit note
+==========================
 
-You can either create a credit note from scratch by going to :menuselection:`Accounting --> Vendors
---> Refund`, and by clicking on :guilabel:`Create`; or by opening the related **vendor bill**, and
-clicking on :guilabel:`Credit Note`.
+Debit notes from vendors are recorded the same way :ref:`debit notes are issued to customers
+<accounting/credit_notes/issue-debit-note>`.
 
-Record a debit note
-===================
+To record a debit note, go to :menuselection:`Accounting --> Vendors --> Bills` and select the
+desired bill(s). Click :icon:`fa-cog` :guilabel:`Actions` and select :guilabel:`Create Debit Note`.
 
-**Debit notes** from vendors are recorded in a similar way to how they are issued to customers:
+.. tip::
+   To create a debit note from the vendor bill form view, click the :icon:`fa-cog`
+   :guilabel:`(gear)` icon and select :guilabel:`Debit Note`.
 
-Go to :menuselection:`Accounting --> Vendors --> Bills`, open the related bill you wish to record a
-debit note for, and click :guilabel:`Cog icon (⚙) --> Debit Note`. Fill in the information, and click
-:guilabel:`Create Debit Note`.
+.. _accounting/credit_notes/credit-notes-journal-entries:
 
 Journal entries
 ===============
 
-Issuing a credit/debit note from an invoice/bill creates a **reverse entry** that zeroes out the
-journal items generated by the original invoice.
-
+Creating a credit/debit note from an invoice/bill generates a **reverse entry** that cancels out the
+journal items from the original invoice.
 
 .. example::
-   The journal invoice of an entry:
+   The journal entry of an invoice:
 
-   .. image:: credit_notes/credit_notes03.png
-      :alt: Invoice journal entry.
+   .. image:: credit_notes/journal-entries-invoice.png
+      :alt: Invoice journal entry
 
-   And here is the credit note’s journal entry generated to reverse
-   the original invoice above:
+   The credit note's journal entry generated to reverse the original invoice above:
 
-   .. image:: credit_notes/credit_notes04.png
-      :alt: Credit note journal entry reverses the invoice journal entry.
+   .. image:: credit_notes/journal-entries-credit-note.png
+      :alt: Credit note journal entry reverses the invoice journal entry

content/applications/finance/accounting/customer_invoices/credit_notes/credit_notes02.png

@@ -488,7 +488,7 @@ the government for validation.
    Credit notes are only available for electronic invoices for goods (NF-e).
 
 .. seealso::
-   :ref:`Issue a credit note <accounting/issue-credit-note>`
+   :ref:`Issue a credit note <accounting/credit_notes/issue-credit-note>`
 
 Debit Notes
 ~~~~~~~~~~~
@@ -505,7 +505,7 @@ accurately provided in the original invoice, a debit note can be issued.
    original invoice for the same or fewer products.
 
 .. seealso::
-   :ref:`Issue a debit note <accounting/issue-debit-note>`
+   :ref:`Issue a debit note <accounting/credit_notes/issue-debit-note>`
 
 Invoice cancellation
 ~~~~~~~~~~~~~~~~~~~~