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How to create a supplier credit note

Are you managing supplier invoices in Rackbeat and need to create a credit note? This guide provides a simple and  way to create credit notes.

  1. Select "Purchasing" in the top bar 
  2. Click "Invoices" in the menu
  3. Select “Booked” in the “Archived” filter box
  4. Locate the invoice from which you want to create a credit note
  5. Hold the cursor over 'the three dots' to the right and select "Create credit note"
  6. If necessary, write a note and heading for the credit note
  7. Select the quantity you wish to credit 
    If there is products that yoy don't want to credit, it's possible to delete them by clicking the "X" to the right on the product line
  8. Click "Book"
  9. Choose whether the products should be reversed or not by checking or unchecking "Should inventory be reversed?"
  10. State reason for credit note
  11. Press "Book" to finalize

Tip: You find all credit notes under “Invoices” in the menu and select "Credit note" in the box “Type”