While reviewing the order, you might notice that it doesn’t balance.
You should review why the order does not balance by clicking on the View Details toggle in the invoice tab, and then you can filter to only show the lines with issues by clicking Show Variance.
You can either decide to proceed with the variance and complete the invoice as normal or you can raise a credit note:
Click Create Credit Note.
Add the credit note and click Save.
Once the credit note is raised, the credit note 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 actioned by the supplier, you can complete the order so that it can be included in the next finance export
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