Sage Accounting UKI

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Assign Purchase Credit Note to Invoice

Posted By James Lucas over 4 years ago

I have received a credit note from a supplier against an overcharge on a purchase invoice. I have logged the Purchase Credit Note as a separate entry, but how do I assign it to the Purchase Invoice?

I can't create a credit note from the option on the original Purchase Invoice as the Purchase Credit Note has a different document reference to the original.

0 Sage Employee over 4 years ago

Hi James,

Thanks for using Sage City.

Can I please ask have you paid the overcharge in real life and is the credit going to be used towards your next purchase from them? If you did not pay the overcharge amount then you need to allocate the credit note to the invoice from within the supplier account. Please see this help article on how to do that.

If you did pay the overcharge then this would not be shown as a credit note, you would need to show this an over payment so it corrects your bank and also remains outstanding on your supplier account until you either get a refund or you use it against another purchase. Please see this help article on how to do that.

If this has answered your question please click More > Verify Answer.

Regards,

Jade
Sage UKI
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Sage Accounting UKI

Assign Purchase Credit Note to Invoice

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