In this section, we will see how to create a credit note against an active invoice. The Supplier will review the created credit note and approve it.
Menu Path: Invoice & Payment Management >> Active Invoices >> Action- Create Credit Note Request.
The following list of shipments is available. Select the Shipments and click on the Credit Note Request for the button.
You can select one or more shipments and choose to create a credit note For All Pending Items in the selected shipments or For All Items in the selected shipments or For All Selected Items or For Pending Quantities of Selected Items.
For instance, if we are to choose Credit Note Requests For All Items, the following screen appears.
Click on the Create button. On the screen that appears, provide the Credit note description and the Reason for creating a credit note.
Now fill in the Approvers and Submit the credit note request for Approval.
These requests will now appear under the sub-menu Active Credit Note Requests. Once approved, these requests will be submitted to the Supplier.