How do you create a supplier credit note in myob essentials?

[MTT1]

Hi, 

Can you please advise how to create a supplier credit note in myob essentials?  New version of myob essentials will not allow you to enter a credit (negative) figure when creating a bill, and when you click onto supplier returns  there is nothing there to create a return  so how do you actually create one?

Thanks

[Tracey_H · Accepted solution]

Hi @MTT1 

Thanks for your post. You can enter a negative line when 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 the No of units as the negative. You will then be able to process the supplier return.

Please let me know if you need further help.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

[MTT1]

Dear Tracey, 

Thank you for your asisstance with my query, much appreciated. 

[oyarlett]

Hi there,

I am also having the same problem creating a credit for a partially unpaid invoice.  I have tried your suggestions and I keep getting this resonse when I try to save my entry...

'Amount and unit price need to be greater than or equal to 0. You can edit the discount (%) to achieve the same result.'  

I have also tried applying a change to the % as it suggested with no resolution.

I need an urgent reply as I have wasted several hours on this.

Thanks

[MTT1]

Hi Oyarlett,

You need to do the following:

Under "No of units" enter  -1 (negative number)

Under "Unit price" enter the amount that you want to credit as a positive number.

This should fix your problem.

Thanks.

[TraceyS2]

Hi 

I have been trying to follow the instructions for creating a supplier credit note.

When I try to enter a negitve number in the ' Number of Units' it simply wont work and leaves the 1 as a positive.

I do not want to load as a supplier return.  Does not allow me to upload copy of credit note .

Thanks

[Tracey_H]

Hi @TraceyS2 

Having a look at your account you are using the original MYOB Essentials platform, as such you will need to create a supplier return in Purchases>>Create supplier return.

You can download and save/print a PDF of the return by clicking on Print.

Please let me know if you need further help.

[Jhanvi_Desai]

Hi

I am not able to save with negative unit or unit price. Can you show us snap shot of what are you taking about here?

[SupportNoteGuy]

Hi @Jhanvi_Desai - take a look at this help topic: Supplier returns, debits, and refunds