I’m unable to import Credit Notes/Vendor Credits because it says the Reference Invoice type is not valid. What should I enter this field?
Scenario: You are creating a credit note for an unregistered customer whose original invoice value is more than ₹1 lakh, and the supply is to a different state. By mistake, you select the invoice type as B2CS. When you try to submit it, the system shows an error. You find out that for interstate transactions over ₹1 lakh to unregistered consumers, the correct invoice type is B2CL. After changing it to B2CL, the credit note is submitted successfully.
The below table lists the formats for Reference Invoice type / Reference bill type that are recognised by Zoho Books.
| Supported Formats | Description |
|---|---|
| Registered | Transactions that have been created for a contact whose GST treatment is Registered business - Regular, Registered Business - Composition or Tax Deductor. |
| Deemed Export | Transactions that has been created for a contact whose GST treatment is Deemed Export. |
| SEZ With Payment | Transactions that has been created for a contact whose GST treatment is Special Economic Zone or SEZ Developer and the tax has been paid without LUT bond. |
| SEZ Without Payment | Transactions that has been created for a contact whose GST treatment is Special Economic Zone or SEZ Developer and you dont have to pay tax. |
| Export With Payment | Transactions that has been created for a contact whose GST treatment is Overseas and the tax has been paid without LUT bond. |
| Export Without Payment | Transactions that has been created for a contact whose GST treatment is Overseas and and you dont have to pay tax as you have LUT bond. |
| B2C Large | Transactions that has been created for a contact whose GST treatment is Unregistered business or Consumers, the sale is an inter state sale and the value of invoice is greater than 1 lakh( previously 2.5 lakhs). |
| B2C Others | Transactions that has been created for a contact whose GST treatment is Unregistered business or Consumers, the sale is an inter state sale or intra state sale where the value of invoice is less than 1 lakh ( previously 2.5 lakhs). |
Once you have entered the correct Reference Invoice type, you can import the Vendor Credits / Credit Notes in Zoho Books.
Insight: Trying to push Credit Notes / Debit Notes with incorrect Reference Invoice Type will result in the error “Reference Invoice Type is invalid”.
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