Adding a Vendor Credit that is not Related to a Purchase Invoice

How to enter an unrelated vendor credit.

 

STEP 1

Under 'CRM,' select 'Vendors.'

 

STEP 2

Select the vendor you want to raise the credit for and either double click on it or click the triangle

STEP 3

Select the financial tab in the change supplier screen and check 'Invoice ok without Purchase Order.'

STEP 4

Go  back to your main menu and select 'Purchase Invoices' under 'Invoices & Payables.'

 

 

 

STEP 5

Select the vendor you wish to create the credit for and click '+ New Credit Note.'

STEP 6

Select the relevent supplier using the first magnifying glass then click the plus in the bottom right corner to add the unrelated credit.

STEP 7

Double click on the amount filed and add the amount - you can also add a description and change the tax code in the same way.

 

STEP 8

Add a credit note number and relevent dates and payment methods. Then click to create your credit note.

STEP 9

The credit note will now appear in the list.