This article describes the process of handling electronically received credit notes.
Received credit notes can be found on the E-invoices tab of the Payments section.
The credit note has its own invoice number, which is different from the number of the original invoice. When you are checking a credit note, please note that the invoice total cannot be greater than the invoice total of the original invoice.
When the credit note equals the debit invoice
When the credit note replaces the original purchase invoice in full and you have not paid the invoice yet. Save the invoice in the Documents section, after which you may delete the invoice.
- Open the invoice and click the arrow on the lower right corner to save the invoice on your computer.
- After this, go to the Documents section and click New document to open a view where you can select Other document as the document type.
- Browse and add the invoice from your files and enter a description in the File description field (for example, Refunded invoice) and complete by clicking Send to the accountant.
- Now that your invoice has been saved, you can remove it from the unpaid payments. Open payment > Tools > Remove payment.
Repeat the same steps for the credit note.
When the credit note covers part of the debit invoice
If the credit note covers only a part of the invoice, you can edit the payable amount (Tools > Edit payment) and attach the credit note to the payment as a new page.
- Save the credit note on your computer by opening the invoice and clicking the arrow on the lower right corner.
- Use the Add page button to attach it to the invoice.
When you approve the payment, both the invoice and the credit note are submitted to accounting.
If the credit note total is greater than the next invoice paid by you or if the original invoice has already been paid, some of the credit will remain in your account. Save the purchase invoice in the Documents section, after which you may remove it.
You can use the remainder of the credit for paying future invoices. Or you can ask the sender of the invoice to pay the remaining credit to the company's account.
Please always check with your accountant what they wish you to do with credit note receipts.