Raise Quick Purchase Credit Note


To add a new Quick Credit Note, simply select Quick Credit note button from the following screen. Select Accounts» Purchase» Invoice/ Credit Notes the following screen will appear. 


To generate quick Credit Note, select the Quick Credit Note icon from the following browsers.


Browser View of the Quick Purchase Credit note.

Enter the following Details in the Quick Credit Note: 

Date: Select the Date by using the look up button. By pressing the look up button the calendar will appear on the screen. Select the date from the calendar. 

Ref No: Enter the Reference number if any. This could be the Purchase order number or any other Reference number. 

Credit Note Number: Credit Note number will be automatically generated.

Supplier: Enter the supplier code by using the look up button or else select the “New” button below the look up list to create a new supplier on the fly. 

Supplier Name: Once the Supplier code is selected the Supplier name will be auto populated. 

Net: Enter the “Net” amount of the Credit Note. 

VAT code: VAT code is displayed based on the rate setup on the supplier. Or else the VAT code on the top of the list appears in the cell. Click on the drop-down arrow on the Cell to change different VAT code from the list.

VAT: VAT amount is automatically calculated using the Net multiplied by VAT percent. This can be overwritten.

Gross: The Gross is automatically calculated using the Net plus VAT.  

Code: Select appropriate Nominal Code from the look up list or Type a nominal code that will reflect the Purchase Credit Note record. For Split amount on multiple nominal codes, the cell will display ‘Split’. 

Notes: Notes populate the Nominal description of the Nominal Code selected. However, Notes can be overwritten. 

Add: The Credit Note is initially created with 10 lines, if you need more simply press the Add button to create new blank lines. 

Split: Click Split Button to split the Net Bill amount over multiple Nominal Analysis Codes and/or different VAT Rates. If the total of Split records does not match with the Net Amount entered in the record in the parent row, click Adjust Total button to update the Net amount, VAT amount with the Split Total Net and VAT amount respectively.


Browser view of the "Split" browse in purchase credit note.

The split is initially created by 10 lines. If more lines are required select the “Add” button to create new blank lines.

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