Link the original commercial invoice.
Link the original commercial invoice requiring adjustment.
See the actual stepsCredit and adjustment notice
A transaction adjustment.Reasons linked to the original.
Make the relationship between the adjustment and original transaction clear.
Original default blank form with amount 0. No AI call, export, or transaction adjustment confirmation occurred. Relevant parties must verify actual allowances and financial or tax treatment.
Link the original commercial invoice.
State adjustment reasons and records.
Make the relationship between the adjustment and original transaction clear.
This feature's focusMake the match
Give allowances, returns, and error corrections a clear source
How the feature works. Actual results depend on information, permissions, and service requirements.
See this feature's highlights.
real work.
Details worth exploring.
State adjustment reasons and records.
Enter reasons and records for allowances, returns, or error corrections.
See the actual stepsKeep checking agreements, finance, and tax.
Review the parties’ agreement and prepare the relevant notice.
See how to checkUnderstand the tool and human handling separately
What the tool handles.
What you decide.
Link the original commercial invoice.
Make the relationship between the adjustment and original transaction clear.
Enter reasons and records for allowances, returns, or error corrections.
3 key points.
After confirmation, continue.
- The adjustment must reference the correct original transaction.
- Both parties must confirm the reason and amount.
- Review the business notice and financial or tax treatment separately.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
Explain the feature through real work
This time.
original.
Suppose some goods are returned and the original transaction needs adjustment.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultSend only a new amount without identifying the invoice or reason.
Link the original transaction, explain the adjustment and review the notice details.
When to use it
Prepare first.
Make this task specific.
When the original transaction needs a discount, return or error correction, clearly connect the reason to its commercial invoice.
Original transaction
the commercial invoice and related information to adjust.
Adjustment evidence
reasons, amounts or records and the parties' agreement.
Complete steps
From the start.
To the next step.
Prepare discounts, returns or error adjustments related to an original commercial invoice. Both parties must still confirm transaction, financial and tax treatment.
01
Link the original commercial invoice requiring adjustment.
02
Enter reasons and records for allowances, returns, or error corrections.
03
Review the parties’ agreement and prepare the relevant notice.
Connect the work from step to step
Make this step clear.
Connect the next step.
After confirmation, give the information to both parties and professionals for the corresponding business, financial and tax records.
Return to Quotations and trade documents for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
Transaction confirmation and financial or tax treatment still require review by both parties and relevant professionals.
Product facts and FAQsBack to the product feature directoryMore details in this product
Sales receipt
Keep a traceable business explanation of confirmed payments.
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