Applying credits to a supplier payment?
Hi guy's, I am wondering how, or if there's a easier way then I'm trying to do, but all I want to do is add a supplier credit to my supplier payment. I'm sorry if this doesn't make sense but I'm Lean...
Forum Discussion
Hi Conspirio
Thank you so much for your post. Yes you're doing it correctly, To process a customer credit for times when a customer returns an item or cancels their order, you first need to record a credit transaction and then record the settlement of the credit as a refund or by applying it to another outstanding invoice.
This help article will give you more information about Settling customer credits and Customer returns, credits and refunds
Regards,
Earl
Earl, unfortunately your response makes little sense as I am talking about supplier credits, not customer credits. The issue inam referring to is exactly the same as MM has reported it is frustratingly difficult to process a simple credit note from a supplier.
Hi Conspirio
Thank you for your post. And we appreciate your patience in the issue. And thanks for updating us and getting back to us. I can see how this situation affected you.
In general, If you want to apply a credit note on the supplier credit, You can enter a negative line creating a bill by entering the No of units as a negative and the Unit price as a Positive. So to record a supplier credit note, go to Create Bill and enter No of units as negative. You will then be able to process the supplier return. You can check on this Help Article: Entering Payments made to suppliers this can serve as a guide and it contains more information.
I hope this helps. If you need further assistance feel free to post again. I'm happy to assist.
If my response has answered your inquiry please click "Accept as Solution" to assist other users find this information.
Cheers,
Cel
