--- title: How to create a supplier credit note description: 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. --- [Skip to content](https://helpdesk.rackbeat.com/knowledge/ht-00082#main-content) - [English](https://helpdesk.rackbeat.com/knowledge/ht-00082) - [Dansk](https://helpdesk.rackbeat.com/da/knowledge/ht-00082) - [Norsk – Norge](https://helpdesk.rackbeat.com/no-no/knowledge/ht-00082) - [Svenska](https://helpdesk.rackbeat.com/sv/knowledge/ht-00082) English Show submenu for translations [Contact us](https://helpdesk.rackbeat.com/knowledge/kb-tickets/new?hsLang=en) Open main navigation Close main navigation - - [English](https://helpdesk.rackbeat.com/knowledge/ht-00082) - [Dansk](https://helpdesk.rackbeat.com/da/knowledge/ht-00082) - [Norsk – Norge](https://helpdesk.rackbeat.com/no-no/knowledge/ht-00082) - [Svenska](https://helpdesk.rackbeat.com/sv/knowledge/ht-00082) English Show submenu for translations - [Contact us](https://helpdesk.rackbeat.com/knowledge/kb-tickets/new) - [AI Chat](https://chat.applai.io/chatbot/W5EFe14XJ8mW0OlrIzTS) [AI Chat](https://chat.applai.io/chatbot/W5EFe14XJ8mW0OlrIzTS) How can we help you? - There are no suggestions because the search field is empty. 1. [Helpdesk](https://helpdesk.rackbeat.com/knowledge?hsLang=en) 2. [GETTING STARTED / SETUP](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en) 3. [Purchasing](https://helpdesk.rackbeat.com/knowledge/getting-started-setup?hsLang=en#purchasing) # How to create a supplier credit note ## Are you managing supplier invoices in Rackbeat and need to create a credit note? This guide provides you with a simple and effective way to create credit notes, which is essential for correct stock management. You can easily create a credit note on your supplier invoices; below we will show you how to do this. If you need to create a credit note without an existing supplier invoice, click here to see how you do it. [Create a Supplier Credit Note without an associated supplier invoice](https://helpdesk.rackbeat.com/knowledge/ht-00082#create-sup) 1. Click on "**Purchasing**" in the menu in Rackbeat 2. **Find invoices**: Click on invoices in the menu and filter “Booked” in the “Archived” filter box, to find your booked supplier invoices. ![Skærmbillede 2026-05-27 135553](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-27%20135553.png?width=380&height=141&name=Sk%C3%A6rmbillede%202026-05-27%20135553.png) 3. **Locate the invoice** from which you would like to create a credit note 4. Hold the cursor over 'the three dots' to the right and select "**Create credit note**" ![image-png-Apr-11-2022-02-18-16-89-PM](https://helpdesk.rackbeat.com/hs-fs/hubfs/image-png-Apr-11-2022-02-18-16-89-PM.webp?width=164&height=60&name=image-png-Apr-11-2022-02-18-16-89-PM.webp) 1. If necessary, write a note and heading for the credit note 2. Select the quantity you wish to credit  *If there is products that you don't want to credit, it's possible to delete them by clicking the "X" to the right on the product line* 5. **Book the credit note**: Before you book the credit note you have to choose whether the products should be reversed or not, by checking or unchecking "*Should inventory be reversed?*" ![Skærmbillede 2026-05-27 140104](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-27%20140104.png?width=600&height=403&name=Sk%C3%A6rmbillede%202026-05-27%20140104.png) 6. *You can state reason for credit note, but not mandatory* 7. **Press "Book"** to finalize the credit note **Tip**: You find all credit notes under “Invoices” in the menu and select "Credit note" in the box “Type”. --- ### *Create a Supplier Credit Note without an associated supplier invoice* If you need to create a supplier credit note without an associated supplier invoice, this can be done by entering the quantity as a negative value.  ***To get started:*** 1. **Open Purchases**: Navigate to **→ Supplier Invoices**. ![Skærmbillede 2026-05-28 093559](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20093559.png?width=205&height=197&name=Sk%C3%A6rmbillede%202026-05-28%20093559.png) 2. **Create new:** Create a new invoice in the same way you would create a normal supplier invoice.  ![Skærmbillede 2026-05-28 093851](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20093851.png?width=368&height=147&name=Sk%C3%A6rmbillede%202026-05-28%20093851.png) 3. **Create invoice lines:** Add the relevant item lines to your invoice.  ![Skærmbillede 2026-05-28 095606](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20095606.png?width=670&height=508&name=Sk%C3%A6rmbillede%202026-05-28%20095606.png) 4. **Convert to Credit Note:** Change the quantity on the item lines to a negative value to convert the invoice into a credit note, for example -1.  ![Skærmbillede 2026-05-28 094259](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20094259.png?width=670&height=288&name=Sk%C3%A6rmbillede%202026-05-28%20094259.png) 5. **Book credit note:** Book the credit note and decide whether the items should be removed to inventory.  ![Skærmbillede 2026-05-28 100347](https://helpdesk.rackbeat.com/hs-fs/hubfs/Sk%C3%A6rmbillede%202026-05-28%20100347.png?width=670&height=296&name=Sk%C3%A6rmbillede%202026-05-28%20100347.png)  You have now converted a normal supplier invoice into a credit note.  **I forgot to adjust the inventory and my credit note has already been booked — what do I do?** If you forgot to adjust your inventory when booking the credit note, you will need to create a stock adjustment in order to remove the items from inventory. 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