How to raise and process a credit note

The order status will be changed to 'Potential Queries' under the following circumstances:

You can raise a credit note for the order in question.

Navigate to the Orders section.
Select the order with the status 'Potential Queries'. You can view the balance details at the bottom.
Click Create Credit Note at the bottom of the screen in the Invoice tab.
Add the credit note, it will automatically pull any differences between your order and invoice. Make sure to check all the totals are correct and then click Save.

Once the credit note is raised, the order will be in pending status, awaiting confirmation from the supplier.

Below are the common statuses for credit notes:

Pending: Awaiting confirmation from either the supplier or the purchaser.
Rejected: The credit note has been rejected.
Completed: The credit note has been confirmed by both the supplier and the purchaser.

After the credit note has been confirmed by the supplier, you must confirm the credit note in order to export the correct invoice.

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