Supplier Credits

Overview

Credits are received for items that have been returned to Suppliers.

Credits in Ascora can be created by manually entering a Supplier Invoice with a negative quantity or via the Automatic Supplier Invoice Import. This will be pushed through to your Accounting Package as a Credit.

NOTE: Credits will NOT adjust the quantities of items on the Job.  It is assumed that the Job items have already been adjusted by the technicians when the Job was completed.

Manually Creating a Supplier Credit

1. On the Supplier Invoices List click New.

2. Select Credit Note  as Supplier Invoice Type.

3. Enter a negative quantity

4. Enter the amount in the column Unit Cost Ex Tax and it will automatically show as a negative  amount  in the column Total Cost Ex Tax.

5. Enter  the Invoice Number, select Invoice Date and Due Date.

6. Tick the box beside "Receive All Lines."

7. Click Save and Accept Allocation.

The supplier Credit will appear with the negative amount indicating it's a credit as shown in the image below.

Behind the scenes this will be pushed to your Accounting Package as a Supplier Credit. 

As an example, here’s the Supplier Credit from above in Xero.