Docs

Credit Notes

User guide for Credit Notes in the Numezis company portal.

Issue purchase credit notes to correct or reverse supplier bills while keeping audit linkage to the original document.

Where in the app

  • /c/companies/:companyId/purchases/credit-notes

Step-by-step

  1. Open Purchases → Credit notes.
  2. Create a credit note from an existing bill or standalone with vendor reference.
  3. Adjust lines and tax, then submit for approval if configured.
  4. Post to update vendor balance and ledger accounts.

Permissions and modules

Requires Purchases module and credit-note permissions.

Feature coverage

KeyTitleRiskUAT
purchases.credit-notesPurchase Credit NoteshighUAT-C-PUR-CN-001