*Workflows › Reference › Actions › Sales*

# Sync an externally issued credit note

> Creates or updates a copy in Filmo of a credit note issued in another system (for example, Holded). Filmo does not issue it: the copy is locked and marked with its source.

## At a glance

| Property | Value |
| --- | --- |
| Domain | `invoices` |
| Group in the editor | Sales › Credit notes |
| Runs as | The owner of the workflow, with their permissions |
| Permission | Edit access to Sales. Administrators always pass; a module outside the plan blocks everyone. |
| Destructive | Not declared |

ACTION `invoices.creditNotes.upsertExternal`

## Inputs

| Name | Type | Required | Description |
| --- | --- | --- | --- |
| `originSystem` | string | Yes |  |
| `originExternalId` | string | Yes |  |
| `creditNoteNumber` | string | Yes |  |
| `issueDate` | string | Yes |  |
| `lines` | object[] | Yes | Credit note lines, in positive amounts. |
| `lines.description` | string | Yes |  |
| `lines.quantity` | string | Yes |  |
| `lines.unitPrice` | string | Yes |  |
| `lines.discountPercent` | string | No |  |
| `lines.taxType` | string | No |  |
| `lines.taxRate` | string | No |  |
| `currency` | string | No |  |
| `contactId` | string | No |  |
| `contactTaxId` | string | No |  |
| `contactName` | string | No |  |
| `originalInvoiceId` | string | No |  |
| `originalInvoiceNumber` | string | No |  |
| `reason` | enum<string> | No |  `error`, `return`, `discount`, `cancellation`, `other` |
| `subTotal` | string | No |  |
| `taxTotal` | string | No |  |
| `total` | string | No |  |
| `externalStatus` | enum<string> | No |  `issued`, `voided` |
| `voidReason` | string | No |  |
| `totalPaid` | string | No |  |
| `originUrl` | string | No |  |
| `originFileUrl` | string | No |  |
| `notes` | string | No |  |

## Outputs

| Name | Type | Description |
| --- | --- | --- |
| `creditNoteId` | string |  |
| `creditNoteNumber` | string |  |
| `status` | enum<string> |  `validated`, `voided` |
| `isExternallyIssued` | boolean |  |
| `created` | boolean |  |
| `changed` | boolean |  |

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Canonical URL: https://docs.filmo.io/workflows/reference/actions/invoices-creditnotes-upsertexternal  
Last updated: 2026-10-25