"How to" Create an unallocated credit note

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Creating unallocated credit notes is crucial for accurate accounting and preventing financial errors. In Zupply, we use unallocated credit when the credit is not against a specific invoice. You can then allocate the credit to any unpaid invoice relating to the client.

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Follow the below instructions to create an unallocated credit note;

1. Go to “Accounts”
2. Select “Invoices”
3. Select “Add unallocated credit note”

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The credit screen will now be visible;

1. Enter your customer name into “Client” field or use the dropdown box to find the client
2. Enter in the amount you would like to credit your customer
3. Select the date you require or leave as “todays”
4. Enter in a reference if required
5. Place any other details you want attached on the credit note into the “Comments” section
6. Select “Submit”

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Once you have submitted your credit you will be able to view this in the credits tab as per below

1. Go to “Accounts”
2. Select “Invoices”
3. Select “Credit notes” in the top menu bar
4. Enter in the credit note number into search or by entering the client name
5. Select the credit note you want to view by pressing the client name