What this page is for
This page records a supplier's credit note, keyed exactly at the supplier's own figures, against one approved invoice with something still outstanding. Recording it lowers what is outstanding on that invoice straight away. A credit note is create-and-read only; a mistaken one is corrected by recording a fresh one, never edited.
Only people whose role can pay suppliers see this page.
Fields
Invoice it reduces
Which approved invoice this credit note is set against. Only invoices with something still outstanding are offered.
Example: INV-55421 · Ndahiro Farm · KES 800 outstanding
Supplier's number
The supplier's own credit note number.
Example: CN-9931
Credit note date
The date on the supplier's credit note.
Example: 05/10/2026
Net amount
The credit's amount, before tax, exactly as the supplier stated it.
Example: 800
Tax amount
The credit's tax, exactly as the supplier stated it.
Example: 128
Tax class
Only needed when the invoice it reduces carries more than one tax treatment; otherwise leave on As on the invoice.
Example: As on the invoice
Answers return
Which supplier return this credit note is for, if any. Leave on No return for a credit that is not the result of goods going back.
Example: SR-00188 · Ndahiro Farm · KES 928
Notes
Anything about the credit note. Optional.
Example: Agreed over the phone with the supplier's accounts clerk
How to…
How to record a credit note
- Press Record credit note, or press it on the invoice or the return it answers, which fills in the link for you.
- Choose the Invoice it reduces, and the Supplier's number and Credit note date.
- Enter the Net amount and Tax amount exactly as the supplier stated them.
- If it answers a return, choose it under Answers return.
- Press Record credit note.
Worked examples
Butchery that also roasts meat
Mama Njeri's Butchery's owner records the supplier's credit note CN-9931 against invoice
INV-55421, net KES 800, tax KES 128, and links it to return SR-00188 for the faulty
seasoning. The invoice's outstanding balance falls by the credit's total straight away.
Supermarket
Tumaini Supermarket's buyer records a credit note the supplier issued as a goodwill gesture, with no return behind it. She leaves Answers return on No return and notes why in Notes.