This guide explains how to handle credit purchase invoices by either linking them to another open invoice or recording a refund payment from a supplier.
✅ Using a Credit Purchase Invoice to Offset an Open Invoice
Step 1: Approve the Credit Invoice
Go to Purchases → Purchase Invoices → Received / Unapproved
Approve the credit invoice if it hasn’t been approved yet
Step 2: Link the Credit Invoice
Go to Purchases → Purchase Invoices → Open
Click the eye icon next to the original debit invoice
From the Payment Method dropdown, select “Credit Invoice Link”
From the “From Account / Credit Invoice Link” dropdown, select the credit invoice
In the Entry Date, select today’s date (or any relevant date)
In the Amount field, enter the credited amount as a positive value (e.g. if the credit invoice is -100 €, enter 100 €)
Click the plus (+) button, then click Save
✅ Recording a Refund from the Supplier
Step 1: Approve the Credit Invoice
Go to Purchases → Purchase Invoices → Received / Unapproved
Approve the credit invoice if still pending
Step 2: Record the Refund Payment
Go to Purchases → Purchase Invoices → Open
Click the eye icon next to the credit invoice
From the Payment Method dropdown, select “Bank Transfer” (indicating the supplier returned money)
In the Entry Date, enter the date you received the refund (based on your bank statement)
In the Amount, enter the refund as a negative value (e.g. if you received 100 €, enter -100 €)
Save the changes