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How do I Manage Bills Credit Notes ?
How do I Manage Bills Credit Notes ?
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Written by Joseph Godwin
Updated over a week ago

A bill credit note is a credit note you receive from a supplier. You can create as many as you want in the system and you can also add a credit note to a bill as well as allocate a credit note. Learn how to manage Bills and how to allocate a Credit Note.

How do I Add a Supplier Credit Note ?

  • Select Purchases from the side bar menu and Bills from the drop-down menu.

  • In the All Bills tab click on Add New and then select Add Credit Note.


  • Learn how to complete the details here.

  • Select Save and Approve. You’ll be redirected to the All Bills tab where you can view your new credit note.

How do I View and Edit a Bill Credit Note ?

  • In the All Bills tab, select the credit note you wish to view and edit.

  • Click on Edit.

  • Make the changes needed and click on Save and Approve.

How do I Allocate a Credit Note ?

Allocating a Credit Note allows you to allocate credit note amounts against any balances due by you to this contact.

  • On your All Bills tab, select the credit note you wish to allocate.

  • Click on the button with three dots and select Allocate Credit Note from the drop-down menu.

  • Enter the amount you’d like to allocate in the field next to the relevant bill(s).

  • When finished select Save.

How do I Archive a Bill Credit Note ?

  • On your All Bills tab, select the credit note you wish to archive.

  • Click on the button with three dots and select Archive.

  • You will now find your credit note in the Archived tab which you can restore or delete it from the system.

How do I Delete a Bill Credit Note ?

  • On your All Bills tab, select the credit note you wish to delete.

  • Click on the button with three dots and then select.

It’s only possible to delete a bill credit note if:

  • Some or all of the credit note has not yet been allocated to an outstanding bill.

  • The credit note has not yet been archived.

  • The credit note hasn’t already been included in a submitted VAT Return.

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