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Note - This feature may not be available in your portal.
A credit note (also known as a credit memo) is issued to indicate a return of funds in the event of an invoice error, incorrect or damaged products, purchase cancellation, or circumstances that require a credit to be issued. A credit note can be created to apply a credit for a previous PO or Non-PO invoice.
Before creating a credit note, please take note of the following:
To create a credit note, please do the following:
1 - Log onto the Home page of the portal.
2 - Select your customer.
3 - Go to Invoices > Create Credit Note. (tab on top of page)
4 - Based on the portal feature offerings of your customer, you may have two options:
Select the option relevant to your scenario.
Note - The process for creating a credit note is similar to creating an invoice. Do not use negative values to signify credit.
5 - Include Credit Note Number*, Orig. Invoice Number, Orig. Invoice Date and Reason for Credit.
* include "cr" as part of the credit note number to signify the invoice as a credit.
6 - Enter the Quantity and/or Unit Price in the Line Items section that you are crediting back to your customer.
7 - Remove lines that are not being credited. (Click "X" to the left of the line item)
8 - Add Comments, Upload Attachments, and Tax. (if applicable)
9 - Click Submit Credit Note.
10 - Check the status of your credit note under My Invoices. For additional concerns, please contact your customer.
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Vanessa, Technical Services Manager