Allocating Credit Notes against Purchase Invoices


Allocate Credit Notes with one or more Invoices partially or fully, to adjust the supplier outstanding account balance.

To allocate a credit note, select Accounts » Purchase Invoices/Credit Notes. Select the appropriate credit note press allocate button from the toolbar. The allocate page lists all invoices raised and not yet fully allocated against the selected supplier’s credit note. Select the invoices you want to allocate, by selecting the check boxes beside them and select the “Save” button. 

AUTO: Select Auto button to automatically allocate invoices starting from the entries appearing the first row in case of multiple purchase invoices.

REVERSE: Select Reverse button to cancel the selection of records for allocation. 


Fig: Allocate Credit Note against a Purchase Invoice. 

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