Supplier Credit Notes in Haibooks allow you to create Credit notes when goods or services are refunded or are faulty. Learn also how to manage Bills Credit Notes and how add a Credit Note to a Bill.

How do I create a New Supplier Credit Note ?

  • First you must select Purchases from the side bar menu and then Bills from the drop-down menu.

  • Select Add New and then Add Credit Note.

Contact and Date

  • Contact Information : select the contact that supplied you the credit note. You can create a new contact by clicking on Add Contact. Learn how to create a contact here.

  • Issue Date : the date that the credit note was issued to you.

  • Address : the address should correspond to your contact's information. You can change it by clicking on Edit Contact Details.

  • Document Number : the system automatically provides you with one but you can change it if you wish to as long as it is not already used.

Item

  • Account : select the right account for your new supplier credit note. If you wish to create a new one, click on Add Account.

  • Unit Cost : the cost of the individual product or service.

  • Quantity : the number of that product or service credited.

  • VAT Rate : select the correct VAT rate for the credit note.

  • Add Item : you can create an another item in the credit note by clicking on Add Item.

Optional Information

  • Attach Files : by clicking on this button you can attach files from your device which you want to link to the credit note for example a return note for goods sent back.

  • Comment : you can also add a comment which you feel is important to your new credit note like information on why the credit note was issued.

Scan Receipt

  • by clicking on this button, you can scan a receipt of the credit note from your device. This feature allows you to scan, and based on the quality of the receipt, you can extract data such as contact information, issue date, total amount and VAT Rate that will go straight into the credit note.

How do I Save the Credit Note ?

  • If you are happy with your Credit Note, you can click on Save & Approve and the Credit Note will be added.

  • If the information of the Credit Note is incomplete or if you want to finish it later, you can click on Save as Draft and you will find the Credit Note in drafts.

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