Table of Contents

▶️How to Manage Supplier Credits

Matt Staff Updated by Matt Staff

1. Click on Enter Supplier Invoice

In the Main Navigation Menu, select the A/P Module, expand "Supplier Invoices" and click "Enter Supplier Invoice"

2. Enter the order number

If there is no order number, select "No Order for this Invoice"

3. Select Vendor

If there are multiple suppliers for the order in questions, select the appropriate supplier and ender the Credit Memo number in the "Invoice Number" field.

4. Select the Item(s)

Select the item, verify the unit cost, and change the quantity. For example, if two items were returned, the quantity would be negative two "-2"

5. Click on Notes and Attachments

You can add notes to the credit memo by clicking "More" under order notes or by expanding the "Notes" section and selecting "Add Notes"

6. Verify & Save

Double check work and ensure that the "Net Total" matches the supplier credit memo. Add additional lines, such as restocking fee, as needed. Then, click "Save"

7. Close Purchase Journal

Close the purchase journal to fully post the credit memo.

💡 Tip!

Apply the credit to open supplier invoices when processing your check run.

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