How to Create a Vendor Credit Note

Follow
  1. In the left navigation menu, go to Purchases > Vendor Credits

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  2. This takes you to the Vendor Credits page

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  3. Click the Create button at the top right of your screen

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  4. This takes you to the Create Vendor Credit page where you can enter the following:
    1. Customer
    2. Vendor Number if you have one
    3. A Reference Number, if you are referencing another document, such as an underpaid invoice
    4. The Date
    5. You can enable the Auto-apply to future invoices toggle if you want these credits to apply in  future invoices
    6. Add the Description, Quantity, and Rate of the Product you are creating a vendor credit note for

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  5. Once all that is done, click the Create button to finish creating your vendor credit note

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Learn more: Apply a Vendor Credit Note

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