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Q. How do I create a Credit Memo/Note to offset an over payment?: 000003334

Article Number: 000003334

A credit note (also known as credit memo) is issued to indicate a return of funds in the event of an invoice error, incorrect or damaged products, purchase cancellation, or circumstances that require a credit to be issued. A credit note can be created to apply a credit for a previous PO or Non-PO invoice.

Before creating a credit note, please take note of the following:

  • Your customer may not accept credit notes credit through the platform.
  • Once you submit your credit note and it is in process, the PO value will automatically update. If the credit note is rejected, it will remove the value back out of the PO.
  • You will not be able to create a credit note against a PO that is closed. If you are not able to find a PO in the portal, make sure you are entering the correct PO number. If you are not able to find it, the PO may be closed. Please contact your buyer.
  • Depending on your customer, you may only be able to create PO or Non-PO credit notes. Some customers offer both.


To create a credit note, please do the following:

1 - Log onto the Home page of the portal.

2 - Go to Invoices > Create Credit Note. (tab on top of page)

User-added image


3 - Based on the portal feature offerings of your customer, you may have two options:

  • PO Create Credit Note
  • Create Non-PO Credit Note

Select the option relevant to your scenario. 



Note - The process for creating a credit note is similar to creating an invoice. Do not use negative values to signify credit.

4 - Include Credit Note Number*, Orig. Invoice Number, Orig. Invoice Date and Reason for Credit.
* include "cr" as part of the credit note number to signify the invoice as a credit.

5 - Enter Quantity and/or Unit Price in the Line Items section that you are crediting back to your customer.

6 - Remove lines that are not being credited. (Click "X" to the left of the line item)

7 - Add Comments, Upload Attachment, and Tax. (if applicable)

8 - Click Submit Credit Note.

9 - Check the status of your credit note under My Invoices. For additional concerns, please contact your customer.

 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

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If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

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You can update the email address that you use to access Taulia.

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Taking a desktop screenshot.

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