{"id":15803,"date":"2024-04-08T08:37:37","date_gmt":"2024-04-08T08:37:37","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b5%d8%af%d8%a7%d8%b1-%d8%a5%d8%b4%d8%b9%d8%a7%d8%b1-%d8%af%d8%a7%d8%a6%d9%86-%d9%84%d9%81%d9%88%d8%a7%d8%aa%d9%8a%d8%b1-%d8%a7%d9%84%d9%85%d8%b4%d8%aa%d8%b1%d9%8a%d8%a7%d8%aa\/"},"modified":"2026-01-08T10:24:27","modified_gmt":"2026-01-08T10:24:27","slug":"issuing-credit-notes-for-purchase-invoices","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/issuing-credit-notes-for-purchase-invoices\/","title":{"rendered":"Issuing Credit Notes for Purchase Invoices"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1713186329986{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"wpb_text_column wpb_content_element vc_custom_1712228995538\">\n<div class=\"wpb_wrapper\">\n<p style=\"text-align: left;\" data-sider-select-id=\"bb6a5134-7c99-4436-9090-d5d73a6da398\">Credit notes for purchase invoices act as an increase to the invoice value and are not associated with products in stock, but merely as a financial increase that you are required to pay to the supplier.<\/p>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Activating Credit Notes on Purchase Invoices&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1713186357292{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1767867476740{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"wpb_text_column wpb_content_element vc_custom_1712229338549\">\n<div class=\"wpb_wrapper\">\n<p style=\"text-align: left;\" data-sider-select-id=\"e78ae2d9-70f3-4d21-b1e0-03a8df1bdc93\">Click on &#8220;<strong>Purchase Settings<\/strong>&#8221; from the dropdown menu under &#8220;<strong>Purchases<\/strong>&#8221; in the main menu. Then click on &#8220;<strong>Invoicing Settings<\/strong>&#8220;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44042 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Invoicing-Settings-.png\" alt=\"\" width=\"1365\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Invoicing-Settings-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Invoicing-Settings--300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Invoicing-Settings--1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Invoicing-Settings--768x356.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p>and activate the &#8220;<strong>Credit Note<\/strong>&#8221; setting.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-44044\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Credit-Notes-.png\" alt=\"\" width=\"1208\" height=\"630\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Credit-Notes-.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Credit-Notes--300x156.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Credit-Notes--1024x534.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Credit-Notes--768x401.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/p>\n<\/div>\n<\/div>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;How to Add a Credit Note on a Purchase Invoice&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1713186853333{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1767867836154{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"post-content-body-container\">\n<article class=\"post-content-body\">\n<section class=\"wpb-content-wrapper\">\n<div class=\"vc_row wpb_row vc_row-fluid\">\n<div class=\"wpb_column vc_column_container vc_col-sm-12\">\n<div class=\"vc_column-inner\">\n<div class=\"wpb_wrapper\">\n<div class=\"wpb_text_column wpb_content_element vc_custom_1712229828908\">\n<div class=\"wpb_wrapper\">\n<p style=\"text-align: left;\" data-sider-select-id=\"e866d876-a32e-47df-abd0-667745eb4e62\">Click on &#8220;<strong>Purchase Invoices<\/strong>&#8221; from the dropdown menu under &#8220;<strong>Purchases<\/strong>&#8221; in the main menu. Then, select the invoice to which you want to add a credit notification, click on &#8220;<strong>More Options<\/strong>,&#8221; and then click on &#8220;<strong>Create Credit Note<\/strong>.&#8221;<\/p>\n<p style=\"text-align: right;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44046 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Create-Credit-Note-.png\" alt=\"\" width=\"1366\" height=\"568\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Create-Credit-Note-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Create-Credit-Note--300x125.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Create-Credit-Note--1024x426.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/Create-Credit-Note--768x319.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p style=\"text-align: left;\">Enter the description or reason for the credit note, the amount to be added to the invoice, and any discounts or taxes to be applied, then click on the &#8220;<strong>Save<\/strong>&#8221; button.<\/p>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32711 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/67tt8u9.png\" alt=\"\" width=\"1199\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/67tt8u9.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/67tt8u9-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/67tt8u9-1024x510.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/67tt8u9-768x382.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<div class=\"wpb_wrapper\">\n<p style=\"text-align: left;\">After adding the credit note, you can perform some actions on it such as editing, adding a payment transaction, or converting it into a draft.<\/p>\n<p style=\"text-align: right;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32714 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/iuj.png\" alt=\"\" width=\"1199\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/iuj.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/iuj-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/iuj-1024x510.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/iuj-768x382.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<p style=\"text-align: left;\">You can automatically review the generated journal entry for the credit note as follows:<\/p>\n<p style=\"text-align: right;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32716 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/dsdsds.png\" alt=\"\" width=\"1199\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/dsdsds.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/dsdsds-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/dsdsds-1024x510.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/dsdsds-768x382.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<p style=\"text-align: left;\">From the note page, you can click on the invoice number to go to the related invoice and review it by clicking on the &#8220;<strong>Credit Note<\/strong>&#8221; tab.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32718 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/0i99oj.png\" alt=\"\" width=\"1199\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/0i99oj.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/0i99oj-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/0i99oj-1024x510.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/0i99oj-768x382.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/article>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2188,2196,2191],"tags":[8132,4983],"class_list":["post-15803","user_manual","type-user_manual","status-publish","hentry","category-purchases","category-purchase-invoices","category-purchases-settings","tag-purchase-invoices","tag-purchases"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Issuing Credit Notes for Purchase Invoices - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/issuing-credit-notes-for-purchase-invoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Issuing Credit Notes for Purchase Invoices - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1713186329986{margin-left: 200px !important;}&#8221;] Credit notes for purchase invoices act as an increase to the invoice value and are not associated with products in stock, but merely as a financial increase that you are required to pay to the supplier. 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