Overview

When a Supplier Credit Note has been received it can be created and applied to current or future creditor invoices for that supplier. 

TABLE OF CONTENTS

• Overview
  • How to create a Supplier Credit Note 
  • How to apply a Supplier Credit Note to a Purchase

How to create a Supplier Credit Note 

1. Select Purchases from the Navigation menu. 

2. On the Purchases screen, select Add Supplier Credit Note. 

3. Enter the Supplier and relevant Journal for the Credit Note. 

4. Select the credit note Date. 

5. Enter the credit note Amount and Tax Code 

6. Enter a narration within the Memo. 

7. If the credit note relates to a matter disbursement; a Matter Credit Note can be created.  (Not applicable to UK)

8. Select Issue. 

The credit note has now been created in EvolveGo, however the credit note will now need to be applied to a purchase to reduce the balance owed to the supplier. Steps to do so as follows:  

How to apply a Supplier Credit Note to a Purchase

1. Select Purchases from the Navigation menu. 

2. Select the three ellipses at the end of the relevant purchase line.  

3. Select Pay with Credit from the menu.

4. On the Pay Purchase With Credit screen, the credit note balance for the supplier will appear. 

5. Define the credit amount to be applied against the selected Supplier Purchase / Invoice. 

6. Select the Date. 

7. Select Save.