Credit Note Request

How do I know if I want a credit note?

If you have reduced the quantity of an item when booking off and your supplier is not tagged as a clean invoicing supplier you will get to this page.

If the supplier is tagged as clean invoicing, you will have selected to proceed to the credit note request page.

At the point of amending the quantity of an item on the previous page you will have been shown any invoicing notes that have been added for the supplier by your head office. This may have given you the info you need to make the decision. If not, you will need to find out your company policy but the below is our recommendation.

If you have placed an order for £100 and only received £80 of goods, you will want a credit note if the paperwork you receive on delivery indicates you will be invoiced for £100. In this instance click Process Credit Note Request.

If the paperwork indicates you will only be invoiced for £80, click Finish Book Off. This won't create the credit note request.

I want a part credit note, what do I do?

If you reduced the quantity of multiple items in your order, you can use the tick boxes on the right hand side to decide which items you want to request credit for.

I don’t want to request a credit note

If you don’t want to request a credit note, click on the Proceed Without Credit Note Request button in the top right corner.

What is a Clean Invoicing supplier?

A supplier who consolidates the invoice and any request for credit, and sends an invoice for the total adjusted amount rather than an invoice and separate credit note.