How to Manage Supplier Credits

1. Click on Enter Supplier Invoice

   In the Main Navigation Menu, select the **A/P Module**, expand "Supplier Invoices" and click "**Enter Supplier Invoice**"

   

2. Enter the order number

   If there is no order number, select "**No Order for this Invoice**"

   

3. Select Vendor

   If there are multiple suppliers for the order in questions, select the appropriate supplier and ender the **Credit Memo number** in the "**Invoice Number**" field.

   

4. Select the Item(s)

   Select the item, verify the unit cost, and change the quantity. For example, if two items were returned, the quantity would be **negative two "-2"**

   

5. Click on Notes and Attachments

   You can add notes to the credit memo by clicking "More" under order notes or by expanding the "**Notes**" section and selecting "**Add Notes**"

   

6. Verify & Save

   Double check work and ensure that the "**Net Total**" matches the supplier credit memo. Add additional lines, such as restocking fee, as needed. Then, click "**Save**"

   

7. Close Purchase Journal

   **Close the purchase journal** to fully post the credit memo.

   

💡 Tip!

Apply the credit to open supplier invoices when processing your check run.