Note: All pages below are subject to having relevant Roles and Permissions. Go to The Modules – Finance and Finance Home Page and Accounts Payable.
Select Invoices and Credit Notes from Accounts Payable section.
Select New – Credit Note
Complete the details, adding the relevant Invoice Number and select Save
Complete the Line Details and Save (or Save and Next if there is more than one line).
Authorise the Credit Note and add any Attachments
Note once a Credit Note is approved, it cannot be cancelled, and an Invoice will need to be raised.
This can then be included in a Payment run where there are Invoices to be paid to the same Supplier, to come off the total balance.