How can a credit note be added to an invoice?
A credit note can be applied toward an invoice that is Approved for Payment or Paid. It cannot be applied to an invoice that is Pending Approval.
To add a credit note:
- Click on the invoice in question
- Select “Add Credit Note” button at the top of the page
- Enter the credit note number provided by supplier and provide any desired notes below
- Enter the quantity or amount for a particular line item or multiple items
- Click on “Add Credit Note” button at the bottom of the page
A note will be found in the “ “Activity Log”; this can be found at the bottom of the invoice. A "Credit Notes" tab will also be present at the top of the invoice records to see additional details about the credit note.
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