{"id":7373,"date":"2021-05-14T05:45:59","date_gmt":"2021-05-14T05:45:59","guid":{"rendered":"http:\/\/3.26.62.22\/?post_type=ht_kb&p=7373"},"modified":"2023-01-24T22:22:45","modified_gmt":"2023-01-24T22:22:45","slug":"supplier-credit-notes-in-xero","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/accounting\/supplier-credit-notes-in-xero\/","title":{"rendered":"How to Enter Supplier Credit Notes in Xero"},"content":{"rendered":"

A credit note (Adjustment) is used when a supplier has to reduce a cost previously charged. The credit note is used to reduce the amount outstanding to the supplier.<\/p>\n\n\n\n

A credit note will need to be added manually, it cannot be added through the email-to-bill facility in Xero.<\/p>\n\n\n\n

Entering a Supplier Credit Note<\/h2>\n\n\n\n
  1. From the Dashboard go to Business Tab<\/strong><\/li>
  2. Click on Bills to Pay<\/strong><\/li>
  3. Click on New Credit Note <\/strong><\/li>
  4. Add details including cost centre and job number if it relates to a job invoice. Save<\/strong> or Approve<\/strong> as appropriate.<\/li><\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    You may be prompted to allocate the credit to an invoice straight away, this is not recommended and it is best to allow the transaction to sync to G.J. Software then allocate.<\/p>\n\n\n\n

    Allocation of Supplier Credit Note<\/h2>\n\n\n\n
    1. From the Dashboard go to the Business Tab<\/strong>.<\/li>
    2. Click on Purchase Overview<\/strong>.<\/li>
    3. Click on awaiting payment<\/strong> or use the search<\/strong> button to locate credit note.<\/li>
    4. Click on the credit note<\/strong> to open.<\/li>
    5. In the right hand corner you will see Credit Note Options<\/strong>.<\/li><\/ol>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      The allocate credit option only becomes available if there is an outstanding invoice to allocate to. <\/p>\n\n\n\n

      1. Use the dropdown and choose Allocate Credit<\/strong><\/li>
      2. Allocate credit amount to one or more invoices <\/li><\/ol>\n\n\n\n
        \"\"<\/figure>\n\n\n\n
        1. Click Allocate Credit<\/strong><\/li>
        2. The credit will show against the invoice it is allocated to.<\/li><\/ol>\n\n\n\n

          Check your contact name entered for the invoice and credit match exactly if you expect there is an invoice to allocate to but the allocate credit option is not appearing.<\/p>\n\n\n\n

          <\/h2>","protected":false},"excerpt":{"rendered":"

          A credit note (Adjustment) is used when a supplier has to reduce a cost previously charged. The credit note is used to reduce the amount outstanding to the supplier. A credit note will need to be added manually, it cannot be added through the email-to-bill facility in Xero. Entering a…<\/p>","protected":false},"author":16,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[70,23],"ht-kb-tag":[153],"class_list":["post-7373","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-xero","ht_kb_category-accounting","ht_kb_tag-credit"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/7373"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/comments?post=7373"}],"version-history":[{"count":2,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/7373\/revisions"}],"predecessor-version":[{"id":8998,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/7373\/revisions\/8998"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/media?parent=7373"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-category?post=7373"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-tag?post=7373"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}