How To Create Supplier Credit Note (New Vers.)

If you are using the classic version, please refer to: How To Create Supplier Credit Note

How To Create Supplier Credit Note (New Vers.)

A supplier credit note is used to document the return of goods, overpayments, or adjustments to previously issued invoices. This ensures accurate accounting records and efficiently manages supplier transactions. 

1. Click on Purchases and select 'Supplier Credit Notes'

2. Click on Add New

3. Click on Add Supplier

4. Enter the name of the supplier

(It should autofill the information. If not, fill in the remaining details.)

5. Enter Credit Note Number

6. Enter Credit Note Date

7. Select a reason

8. Select an owner

9. Select a payment method

10. Select any of the options as additional information

11. Select an item

12. You may add additional items

13. Click on the 3 dots

14. Click on Settings

15. Toggle the option on E-Invoice Submission to automatically submit to e-invoice

16. Click on Save