Help · Purchases
Supplier credits in SwiftlyBooks
Credit notes from suppliers, for goods sent back or an overcharge, set against their bills or refunded.
Record their credit note
- Open the bill it corrects and press Credit note. It starts as a copy of the bill.
- Or press New supplier credit, choose the Supplier, and under Bill it corrects the bill, or None: credit to use later.
- Type Their credit note number, keep only what they credit, and press Approve.
Use the credit
- Against a bill, it goes first to what that bill still owes.
- What is left waits as the supplier's credit. Their next bill offers it: press Use the credit.
- When the supplier pays it back instead, press Refund on the supplier credit.
Good to know
- An approved supplier credit isn't edited: press Void while none of its credit is used.
- A supplier's credit goes only on their bills in its own currency.
Related
The same help is in the app: press the ? at the top of any page.