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This text refers to program version 4.3  

Crediting Purchase Invoices

If you want to credit a Purchase Invoice that has been sent to you, follow these steps:

1. Create a new Purchase Invoice record, or duplicate the Purchase Invoice you want to credit. Duplicating will ensure that the correct Purchase Account will be credited.
   

2. Fill in the data in the normal way, but change the Payment Terms to "CN" and enter the number of the credited Invoice in the Credit of Invoice field on the 'Terms' card. Use 'Paste Special' to search for the correct Purchase Invoice Number. The Invoice to be credited must be approved.
   

   Note: this assumes a Payment Term record with a Code of "CN" and of type "Credit Note" has been entered using the Payment Terms setting.
   

3. When you approve and save the Invoice, the Purchase Ledger will be updated, and a new Nominal Ledger Transaction will be generated.
   

   You can use Access Groups to control who can approve Purchase Credit Notes: they need not be the same members of staff as those who can approve Invoices. To do this, deny access to the 'OKing Purchase Credit Notes' Action.

If you leave the Invoice Number field blank, FirstOffice will create a special record in the Purchase Ledger. It may be corrected through a Payment record.

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