Click Invoices

Click Create Credit Note

A: Supplier Information

Supplier Code: Select Supplier Code under dropdown

Supplier Information will be auto populated once Supplier Code is selected

B: Credit Note Information

Reference Invoice: Select Reference Invoice under dropdown

Credit Note Date: Select date using the calendar icon/input date

Remarks (if required)

When Reference Invoice is selected, the items inside the selected invoice will be auto generated

Amend the Quantity and Unit Price (if required)

Use the scrollbar to scroll to the right

G/L Account: Select G/L Account from dropdown

Input Notes (If required)

If required to add more ad-hoc items, click +Add Manual

‍Input below details (Mandatory fields):

• Description
• Quantity
• Unit Price
• UOM
• Tax Code
  

Use the scrollbar to scroll to the right

Input below details:

• G/L Account (Mandatory field)
• Notes (if necessary)Item Code (Mandatory field)
• Item Description (if necessary)
• Model (if necessary)
• Size (if necessary)
• Brand (if necessary)
  

A: Internal Conversations

Input Conversation in the comment box to internal company users and click Send

Upload any supporting documents under Attachment

B: External Conversations

Input Conversation in the comment box to external users (i.e. supplier) and click Send

Upload any supporting documents under Attachment

To preview Credit Note before issuing, click Preview Credit Note

The preview will appear in a pop-up with a “DRAFT” label

Click Issue to issue Credit Note

Once the Credit Note has been created, there will be a notification to inform the user that the Credit Note has been created successfully. User can click “I Understand” or “Cancel”.

The status of the Credit Note is “CREATED”