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  • Company Name - The company or client for whom the invoice credit note is being createdcreated 

  • Contract - Refers to the agreement associated with the transaction.
  • Emirate - Indicates the emirate where the transaction was carried out.
  • Customer Order - Represents the client’s order linked to this credit note.
  • Project - Specifies the project or job connected to the transaction.
  • Apply Retention / Ret. VAT at Retention Invoice - Indicates if retention should be applied (as defined in the contract) and specifies how VAT is handled for retention-related invoices
  • Progressive / Advance Invoice - Indicates whether the credit note is linked to progressive billing or related to a previously issued advance invoice.
  • Comment - A field used for entering internal comments or notes.
  • Transaction Type describes the kind of credit note being created. For adjusting progressive invoices, you can use:

    • Goods Return: Used when physical items or materials are being returned. This affects inventory and contract assets.

    • Invoice Correction: Used when correcting amounts or quantities without returning items, such as fixing errors or updating values. This mainly affects financial records, not inventory.

  • Basis - Indicates the original invoice that the credit note is reversing.
  • Date of Original Supply - The date when the original goods or services were provided.
  • Entity Name - The legal entity issuing that issues the invoicecredit note
  • Warehouse - The location of the inventory involved, if applicable.

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