Purchase Invoice: How to copy to a Credit Note

How to create a Purchase Credit Note from a Purchase Invoice, this might be due to incorrect pricing or wrong services/goods provided.

You may need to copy a Purchase Invoice to a credit note where you have been invoiced by your supplier for the wrong amount, sent wrong or faulty goods/services which your supplier has agreed to credit.

1. To copy a Purchase Invoice to a Purchase Credit Note,

- click on Purchasing > Invoices and drill into the Purchase Invoice number on the first column.

- now click on Copy to Purchase Credit Note on the top right of the Invoice.

2. You are now on the Purchase Credit Note screen, all details from your Purchase Invoice have been copied to your Purchase Credit Note. You can edit the details such as references, dates, line details etc but not the Supplier.

Then click on Save when you are ready to complete the credit note.

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