Steps to Create a Credit Note
Click Inventory in the left side menu and select Purchase Orders to open the Purchase Order List.
Find the order to credit by using the filters or searching for the order number.
Click the tick box to the left of the order you intend to credit, then click New Credit Note.
This opens the New Credit Note screen, shown below:
Select the line item(s) you wish to credit by using the tick box beside each line, or you can select all lines by using the tick box in the header row, to the left of the Part No/Code heading.
Note - you can not edit the quantity (qty), so you can only generate a credit for the full qty of each line
You can add notes regarding the credit in the Notes field provided.
Click Create to create the Credit Note.
This creates the credit note with the status Request for Credit, meaning the credit has been requested with the supplier. However, it is not finalised until you proceed with the next step to finalise the return.
📝Note: Credit notes are created with a Purchase Order Number starting with "CN –" followed by the original purchase order number, followed by a number that increases if there is more than one credit note for a single purchase order, e.g. "CN – PO 9 – 2" would be the second credit created for Purchase Order "PO 9".
Credit Note created from Within a Job
If you 'remove' an ordered part from a Job or Invoice, you will see the following notification providing a Return to Stock button, if you wish to either return the part to stock; or an Add Credit Note to create a Credit Note for the part:
Finalising the Return/Credit Note
Open the credit note in the Request for Credit state in the Purchase Orders list.
You still have an opportunity to alter the date of the credit note and add/edit the notes.
Click the Credit Fulfilled button to finalise the credit note.
If the Purchase Order was for Stock
The Quantity on Hand for the part(s) will be reduced.
The part(s) history will be updated to include a record of this return.
📝Note: If you are crediting a part on an order for a specific job that has not yet been invoiced, the part line item will be removed from the job. If the job has already been invoiced, it will not be removed from the job.