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Robert1977
February 13, 2022
Question

Question

  • February 13, 2022
  • 1 reply
  • 0 views

Does anyone know how I can apply a supplier credit note to an already paid invoice from that supplier ? I have searched the entire Internet and have found no answer.

I can find the invoice but cannot edit it or add the credit note and if I go through the +new/expense route I can't select it anywhere to add the credit note. Please can anyone help.

Thanks in advance. 

1 reply

G
Giovann_G
February 13, 2022

Thanks for reaching out to us, Robert1977.

 

I'll share information on how to handle suppliers' credit notes in QuickBooks Online.

 

The ability to apply supplier credit note to a paid bill or invoice is unavailable. As a workaround, you can add the credit note to the bill payment transaction under their profile and edit the paid amount if necessary. I'll show you how.

 

  1. Go to the Expenses menu.
  2. Select Suppliers.
  3. Find the supplier and locate the bill payment transaction.
  4. Click View/Edit.
  5. From the right pane, choose Add to add the supplier credit.
  6. Edit the actual payment you've made for your supplier if necessary.
  7. Once done, hit Save and close.

 

You can also refer to this article for further information on the procedure: Record a customer refund or supplier refund in QuickBooks Online.

 

Once you've got everything set up, you might want to check out this link for guidance with reconciling your accounts: Reconcile an account in QuickBooks Online.

 

Feel free to add any details below if you need further assistance with the supplier's credit note. I'll be here to back you up.

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