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Once a supplier credit has been recorded, you can apply it against one of that supplier's invoices to reduce what you owe. This article shows you how.
How to apply a supplier credit to a supplier invoice in Workshop Software 1. Create a supplier invoice, change invoice type to credit, 2. Enter the product number the supplier has created you for, Enter the amount, Process (This will then subtract from your stock count) DO NOT ENTER THE UNIT COST AS A NEGATIVE, THE SYSTEM WILL AUTOMATICALLY SUBTRACT THE PRODUCT NUMBER FROM YOUR INVENTORY 3. Go to the supplier, Double click on the supplier credit created in Step 1;
3. Click on the ‘Star’ icon at the top right of the credit, next to the Balance Due;
4. Click on the green icon under the reference field, to bring up a list of invoices to allocate the credit against. The credit can only be allocated to a processed invoice that has not had a payment made against it;
5. Highlight the invoice you want to allocate the credit too, and then click Select 
6. Enter the amount to be applied as a credit in the Applied Amount field and then click the green ‘Apply’ button to apply the credit to the invoice;
7. The credit will now show a $0 balance and the balance on the invoice will have reduced;
Good to Know
- Double-check the details on your invoice before finalising to ensure accuracy for your customer and your records.
Frequently Asked Questions
Does a credit note sync to my accounting system?
If you have an accounting integration enabled (such as Xero, MYOB, or QuickBooks), the credit will sync to your accounting system on the next sync cycle, keeping both systems in balance.
Will this affect existing supplier invoices or purchase orders?
Changes to supplier details apply going forward. Existing supplier invoices and purchase orders retain the information that was recorded at the time they were created.
