You can use credit notes to reduce the amount payable when bulk paying supplier invoices. Follow the relevant instructions below depending on whether you're applying a credit note as part of a payment or using it as the full payment.
To use a credit note with a payment:
-
Go to the Expenses menu.
-
Click on Bulk Payments.
-
Select the supplier you wish to bulk pay invoices for.
-
Select and highlight the invoices you wish to pay, along with the credit note(s) you want to apply.
-
At the bottom, select the Invoice Total option — this will automatically include the value of any selected credit notes.
-
Complete the remaining details and click Pay Selected Invoices.
To apply a credit note without any payment:
-
Go to the Expenses menu.
-
Click on Bulk Payments.
-
Select the supplier you wish to bulk pay invoices for.
-
Select and highlight the invoices you wish to pay, along with the credit note(s) you want to apply.
-
At the bottom, select the Manual option and enter 0 as the amount paid.
-
This tells the system to apply only the credit notes without recording any additional payment.
-
Complete the remaining details and click Pay Selected Invoices.
