How to create a supplier credit note

You can easily create a credit note on your supplier invoices; below we will show you how to do this.

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.
   
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"
   
   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?"
   
6. You can state reason for credit note, but not mandatory
7. Press "Book" to finalize the credit note

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.
   
   
2. Create new: Create a new invoice in the same way you would create a normal supplier invoice. 
   
   
3.  Create invoice lines: Add the relevant item lines to your invoice. 
   
   
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. 
   
   
5. Book credit note: Book the credit note and decide whether the items should be removed to inventory. 
   

 You have now converted a normal supplier invoice into a credit note.