Crediting a Purchase Invoice

Before Crediting a Purchase Invoice, you must first ensure that there are no payments allocated to the invoice.

If there are and you need to unallocate them, please follow the guide Unallocating a Purchase Payment.

Crediting a Purchase Invoice generates an equal but reversed duplicate of the Purchase Invoice as a Purchase Credit.

Step-by-Step Process

1. From the Purchase Menu, select Invoices Sub-Menu, and then select the required Purchase Invoice.
2. Click the Credit button in the Header Menu.
3. Review the changes made and adjust if necessary.
4. Click Save.
5. You will then be taken to the Purchase Credit you generated, from here you can Post and Allocate it as required.