What this page is for
A credit note is the supplier's own reduction against one of their invoices — the paperwork that follows a return, or any other agreed adjustment. Recording one lowers what is outstanding on the invoice it names. This page lists every credit note, newest first, with its supplier, reference and amount. Opening a row goes straight to the invoice it credits, since a credit note has no page of its own.
Everyone whose role can view purchasing sees this page. Recording a credit note needs a role that can pay.
How to…
How to record a credit note
Press Record credit note, or press Record credit note on the invoice or return it answers. See Record credit note.
How to find a credit note
Type in the search box, or filter by Supplier or the date it was dated.
Worked examples
Butchery that also roasts meat
Mama Njeri's Butchery's owner checks this list after a phone call from the supplier confirming a credit for last week's faulty seasoning, then opens the row to see the invoice it was set against.
Supermarket
Tumaini Supermarket's buyer filters by Supplier to total up every credit note Nakuru Wholesale Mart has issued this month before reconciling the supplier's own statement.