A credit note can be applied toward an invoice that is Approved for Payment or Paid. It cannot be applied to an invoice that is Pending Approval.

To add a credit note:

1. Click on the invoice in question
2. Select “Add Credit Note” button at the top of the page
3. Enter the credit note number provided by supplier and provide any desired notes below
4. Enter the quantity or amount for a particular line item or multiple items
5. Click on “Add Credit Note” button at the bottom of the page

A note will be found in the “Credit Note Records” and the activity will be recorded in the “Activity Record”; both of these can be found at the bottom of the invoice.

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