In some cases, a vendor might need to create a direct Credit/Debit note due to some discrepancies in the submitted Invoices. In instances such as multiple Invoices submitted against a PO have some errors in value or quantity, creating multiple CNs/DNs for that PO is a tough task. 

In our portal, a vendor can directly create a CN/DN without an Invoice and send it for approval to the customer to balance the discrepancies.


 Create credit/debit note directly from the invoice listing page: 

  • Go to the Invoice listing page from the module list on the left (1)
  • Click on the ‘Credit/debit note’ button on the right corner of the Invoice listing page (2)
  • In the appearing Credit/Debit note form, fill in all the necessary information like:

    • Select customer from the dropdown if you have multiple customers or it will be default selection for one customer
    • Select the allowed currency from the dropdown if there are multiple or it will be a default selection
    • Select the facility of the customer that the goods or services are being delivered
    • Select the company of the customer if there are multiple options or it will be default
    • Select the billing address based on the facility and company selection which usually is prepopulated
    • Select the due date for the CN/DN that is being created
    • Enter the credit note reference number
    • Enter the creation date of the CN/DN 
    • Select the Invoice type > CN/DN
    • Select the payment status for this CN/DN if it is paid/not paid
    • Enter the contact details for the customer reference
    • Upload a copy of the CN/DN document
    • Select the line-items for which the CN/DN is being created and enter the price and tax details at the line-item level

  • Click on the ‘Submit’ button and the credit note is successfully created and vendors can track this CN/DN on the invoice listing page using the credit/debit note filter

Vendors can view this credit/debit note in the Invoice listing page to track the status of these credit notes. Using this method, vendors can create a CN/DN in instance of Non-PO spend and the invoice submitted has some discrepancies in value or quantity.


Read here to know more on how to create a CN/DN against an Invoice.