Supplier credit notes
What’s the best way to process these please ? 30 days accounts with multiple suppliers and credit notes are just as frequent as invoices. Thanks!
Forum Discussion
Thanks mate-
- bit of both. The accounts are end of month +30 so really depends on when I return for credit.
- general running balances.
cheers
Fkm1109 Thanks again for bringing your question to the Solo team — it's lead to some great internal discussions 💪
Just a quick caveat before I can go any further, I need to emphasise that we always recommend having a quick chat with your accountant or bookkeeper for the official advice on how to record these for tax purposes — the Solo community team can't do advice, just friendly guidance.
Now, a bit of transparency from us: Solo is designed to be lightweight and mobile-friendly, so it doesn’t have built-in support for workflows like credit notes for a mix of paid and unpaid invoices or running supplier balances. That's the deeper stuff you'd find in more traditional accounting setups.
If you’re after richer supplier management features, it might be worth taking a squiz at one of our other products like MYOB Business Lite, which was built with exactly this kind of scenario in mind.
That said, if you’re keen to stick with Solo, we’d love to understand how you solved this problem before you started using Solo and how you’d ideally want to handle supplier credits in-app — ideally in a way that's been vetted by an accountant, of course!
We can’t promise anything right away, but it helps us paint a clearer picture for our product team (who have already been involved in working your question).
