I stumbled upon a problem with credit notes. While entering our old invoices into tryton I wanted to keep the history with our cancelled invoices which never got paid. So I created an invoice from 2021 and a payment term set and executed the credit wizard.
When creating the credit note with the option “with refund” I always get the warning, that the payment date is in the past. The warning appears every time I press “Yes” to proceed. So it is not possible to proceed. I created an issue.
Without the refund option checked I am able to proceed and a credit note in draft state gets created. But now I wonder how to set the invoice and credit note state manually in the same state as with the refund option.
The state I mean is:
- invoice is cancelled, even when the option “Cancel Customer Invoice” is not set for the company
- the cancel move in the invoice is the same as the move in the credit note
The only option I found was using the “Reconcile Accounts” wizard. But then the invoice is in state “Paid” and it gets a payment line. I guess that both states are valid, but I would like to avoid an inconsistency.