Purchase Credit Note: Difference between revisions
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(Created page with "== Purchase Credit Note == Similar to Sales Credit Note, users have 2 simple ways to create a Purchase Credit Notes. === When to use === # For purchase of product/service related: When you need to return products you purchased from your supplier, due to say, quality issue or late delivery. # For other reasons, say a discount or refund is obtained from you supplier. === How to create === # Method 1: From Purchase invoices list, click on the icon "Credit this" on the...") |
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== Purchase Credit Note == | == Purchase Credit Note == | ||
Similar to Sales Credit Note, users have | Similar to a Sales Credit Note, users have two simple ways to create a Purchase Credit Note. | ||
=== When to use === | === When to use === | ||
# | # '''Product or service returns''': When you need to return products purchased from a supplier, for example due to quality issues or late delivery. | ||
# | # '''Other adjustments''': When you receive a discount, rebate, or refund from your supplier for any reason. | ||
=== How to create === | === How to create === | ||
# Method 1: | # '''Method 1:''' From the Purchase Invoices list, click on the '''"Credit this"''' icon on the right side of the invoice row. Note that the icon appears only for invoices that are still open and eligible for credit. | ||
# Method 2: | # '''Method 2:''' Create an independent Credit Note. Navigate to '''Purchase Mgt → Enter Supplier Credit Note'''. | ||
# Please note that when an item is added, the system will also | # '''<span style="color:red">Please note that when an item is added, the system will also display other possible items that can be credited, not only the current item.</span>''' | ||
Latest revision as of 13:34, 17 November 2025
Purchase Credit Note
Similar to a Sales Credit Note, users have two simple ways to create a Purchase Credit Note.
When to use
- Product or service returns: When you need to return products purchased from a supplier, for example due to quality issues or late delivery.
- Other adjustments: When you receive a discount, rebate, or refund from your supplier for any reason.
How to create
- Method 1: From the Purchase Invoices list, click on the "Credit this" icon on the right side of the invoice row. Note that the icon appears only for invoices that are still open and eligible for credit.
- Method 2: Create an independent Credit Note. Navigate to Purchase Mgt → Enter Supplier Credit Note.
- Please note that when an item is added, the system will also display other possible items that can be credited, not only the current item.