Purchase Credit Note: Difference between revisions
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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 | # 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. | ||
Revision as of 13:31, 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.