Credit Notes

Overview

Record your suppliers' credit notes to reduce what you owe them, with or without a link to the original bill.

Where in the app

• Purchases → Credit notes — /c/companies/:companyId/purchases/credit-notes
• Purchases → Inbox — /c/companies/:companyId/purchases/inbox

Step-by-step

1. Open Purchases → Credit notes. (UAT-C-PUR-CN-001)
2. Create a credit note from an existing bill, or standalone with the supplier and its reference when the bill it reduces is not in Numezis. (UAT-C-PUR-CN-001)
3. For a credit note received as a document, open it in the Inbox, including when the bill it reduces is not in Numezis. If it was recognised as a supplier bill, change the document type to Credit note: what you entered is kept.
4. Adjust lines and tax, then submit for approval if configured. (UAT-C-PUR-CN-001)
5. Post to update vendor balance and ledger accounts. (UAT-C-PUR-CN-001)
6. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-PUR-CN-001)
7. If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-PUR-CN-001)

Permissions and modules

Requires Purchases module and credit-note permissions.

Related

• bills
• overview