How do I create a credit note on the platform?

It is possible that your consultant's timesheets were approved in error. In such a scenario, you will need to:

1. Contact us to create a new version of your timesheet and mention the client’s name in the subject.
2. Modify the timesheet and send it to the client for approval.
3. Once the client has approved the modified timesheet, you will have to
   • Create a credit note (if you have already created an invoice)
   • Create a new invoice based on the modified timesheet

To create a credit note, follow the instructions below.

1. Log in to the platform.
2. Click on ‘Ongoing – Missions’ in the menu on the left and select your candidate.
3. Find the related consultant and click on ‘To do’
4. Click on ‘Create credit note’ to access your consultant’s credit note draft.
5. Add your credit note number on top.
6. Click on ‘Preview’ to download, open, and verify the credit note draft.
7. Click on ‘Send credit note’.
8. Click on ‘Create invoice’ for the modified version of the timesheet.

See also:
What should I do if the uploaded hours don't match the consultant's reported hours?

Disclaimer: 
This article applies only to users who do not send their invoices via Peppol.