Create a Vendor Credit

Raise it against the original bill so the lines, prices and tax rates come with it.

A standalone credit is possible and should be rare, because nothing in it says what it corrected.

Record a credit

1. Raise it against the original bill

   This copies the lines and keeps the credit tied to what it corrects.

2. Trim to what is being credited

   Reduce quantities or remove lines so it covers only the disputed part.

3. Enter their credit note number

   As with bills, their reference is the one you will quote when querying it.

4. Check the tax

   Purchase tax is credited in proportion, which matters for your tax return.

5. Save

   The credit becomes available to apply against bills.

Common reasons