If you need to create a credit note related to a supplier, please follow this guide.

It may happen that you have paid a bill that is too high, or that you and your supplier have agreed on a discount. Therefore, the supplier sends a portion of the bill back to your company. 

This means that the total amount you have spent on the supplier and an applicable expense account, e.g. “Office supplies”, decreases by an amount, and you receive the money in your bank account.

Create a credit note

First, you need to find the bill in question. You can either search for it in the search box or find it under Expenses.

• Go to Expenses > Purchases
• Click on the bill you want to credit
   

Once you are on the bill:

• Click on More > Credit purchase
• Enter the refunded amount in the Amount Line (❗️Do not write a minus in front of the amount);
• Click on Approve
   

Approve the credit note

After you have created the credit note, remember to go in and register the payment. (marked with KN)

• Go back to the Expenses tab > Purchases
• Select the Credit Note (Marked with yellow CN in the description or in the Unpaid tab)
• Click on Register payment
• Select your bank account
• Select date
• Click on Register