Supplier Credit Notes
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Anita Higgins
It would be great to be able to match supplier credit notes to their invoices, you have this ability when generating your own invoices within focus so if you could replicate that for supplier invoices please
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Millie - Farm Focus
complete
You can use our new Matching screen to match multiple invoices (including credit notes), to a singular transaction.
Check out the link below for further information:
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Annette Williams
Millie - Farm Focus: Not sure if this is really completed. The problem starts back at Bill Payments when the credit note can't be selected to add to the batch. To get a payment into the Matching screen still requires the manual workaround that Belinda refers to.
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Belinda Bennett
Yes this! it is super frustrating and cannot understand how there is not a way to enter a supplier credit note to reduce the amount to pay! I have to make a manual payment and then match the credit and invoices later!! such a time waster!
Farm focus
Hi Anita, currently we cannot match credit notes with invoices and transactions, but this feature is in the backlog and we will keep you informed when it becomes a feature. In the meantime you can add contra lines to your invoice to include these credit lines and then attach the credit note to keep it stored with the invoice
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Maree Reveley
Farm focus: I agree with Anita, this would be a fantastic Feature! I have just had a supplier credit note for the first time and the rigmarole to get the payment to match with the statement is not user friendly. Would be so easy to add a match function in the actuals screen to match credit notes with invoices imported via scanner.
Farm focus
Maree Reveley: Hi Maree, an option in the meantime is to still send your credit invoice through the invoice scanner, then you can input the information you need and just ensure that the money amount is postive rather than negative. This way it will sit in your Invoices section ready to match when the payment comes through.
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Maree Reveley
Farm focus: unfortunately this is not how it normally works, most companies don't pay, unless it is a one off credit. The credit note sits against the invoice and is deducted from the total statement amount ie the amount to pay.