Adding Credit Note Lines Not on Invoice

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Overview

 

In addition to crediting the lines contained within the related invoice, there is also sometimes a requirement to credit non-invoice lines e.g. shipping charges etc.

 

Note: You must be in "Edit" mode (see Editing a Credit Note) in order to add lines to the Credit Note.

 

The Supplier Portal allows three types of non-order lines that can be added to a Credit Note:

 

Bullet An Item line for normal goods and services

 

Bullet A Shipping line for charges related to the delivery of goods

 

Bullet An Other Charge line for charges not directly related to delivery

 

Select one of the types by:

 

Do-it Clicking on the corresponding radio_button and then

 

Do-it Click addnew

 

managingcredit_create_nonorderline_add

 

 

Enter the relevant data into the fields provided.

 

managinginvoice_addnonorderline_details

Do-it Click save to save your changes or

 

Do-it Click undo to undo (not save) your changes