Retino allows for automatic credit note creation in the Pohoda system through integration with Dativery. This feature enables you to efficiently create credit notes directly from the Retino interface.
How Credit Notes Work via Dativery
The Dativery integration adds the ability to create credit notes within the Retino interface, which are automatically reflected in the Pohoda accounting system. Once you create a credit note in Retino, the system:
Sends credit note data to Dativery
Dativery creates the credit note in the Pohoda system
The generated PDF credit note file is then uploaded back to Retino
You can directly send the credit note to the customer from Retino
Requirements for Use
To use credit notes via Dativery, you need:
An active Retino account
A Pohoda accounting system
An active Dativery service with the appropriate plan
The Dativery Agent application installed for connecting to Pohoda
Important Note: Dativery Agent uses a POHODA user license during operations, releasing it again after each operation. If a free user license is not immediately available, the requested operation will fail.
Connecting in Retino
In Settings → Credit notes, click Connect in the Pohoda via Dativery row and paste your Dativery credentials. The steps are described in Credit note settings.
Creating a Credit Note
To create a credit note via Dativery in Retino:
Open the ticket detail for which you want to create a credit note
In the "Credit Notes" section, click the "Create Credit Note" button
Fill out the credit note form:
General Information
Order ID - the identifier of the original order
Variable Symbol - the variable symbol for identifying the payment
Bank Account - the account for refunding the customer
Currency - the currency in which the credit note is issued
Affects Stock - check if the credit note affects stock
Customer Data
Name - the customer or company name
Company ID and VAT ID - company identification details (optional for individuals)
Address - the customer's billing address (street, house number, city, postal code, country)
Credit Note Items
Select the products you want to include in the credit note
For each item, you can adjust the quantity and price
You can add custom items by clicking "Add Item"
Add shipping items if they should be part of the credit note
Sending the Credit Note
You can choose whether the credit note should be automatically sent to the customer via email.
After filling in all the details, click "Create". The credit note will be created in the Pohoda system, and its PDF version will be uploaded to Retino.
Troubleshooting
If you encounter an error while creating a credit note:
Check if the Dativery Agent is running and connected to Pohoda
Verify that a free user license is available in Pohoda
Check the accuracy of the entered data (especially customer data)
For more information about the integration between Retino and Pohoda, visit the official Dativery page.