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

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

@@ -2,121 +2,118 @@
 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:
 
- - a mistake in the invoice
+ - a mistake in the invoice or vendor bill
  - a return of the goods, or a rejection of the services
  - the goods delivered are damaged
 
 Debit notes are less common but are most frequently used to track debts owed by customers or to
 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 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.
+In most cases, debit notes are created directly from the corresponding invoices. To do so,
+go to :menuselection:`Accounting --> Customers --> Invoices`, open the relevant invoice, and click
+:guilabel:`Debit Note`. Then, follow these steps:
 
-.. 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 and click :guilabel:`Create
+   Debit Note`.
+#. In the 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 list view, select the desired invoice(s), click
+   :icon:`fa-cog` :guilabel:`Actions`, and select :guilabel:`Create 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` open the relevant
+vendor bill, and click :guilabel:`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 list view, select the desired vendor bill(s), click
+   :icon:`fa-cog` :guilabel:`Actions` and select :guilabel:`Create 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/bill.
 
 .. 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/fiscal_localizations/brazil.rst

@@ -490,7 +490,7 @@ 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
 ~~~~~~~~~~~
@@ -507,7 +507,7 @@ 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
 ~~~~~~~~~~~~~~~~~~~~