How to create Credit Notes for Purchases Invoices in Foodics Accounting

A Credit Note (or Purchase Return) is issued when you want to return goods to the supplier. It reduces the amount owed to the supplier for previously purchased goods.

✅ To Create a New Credit Note:

1. Navigate to Purchases > Credit Notes > New Credit Note

1. Select the Supplier
2. Set the Issue Date
3. Add the Items being returned
4. Choose the Branch and Reference

Once completed, you can either:

• Save: to keep it as a draft
• Post (Finalize): to make the credit note active and pending for settlement

🔁 To Create a Credit Note Linked to an Existing Purchase Invoice:

1. Go to Purchases > Credit Notes
2. Select the invoice you want to issue a credit note for
3. Click Supplier Invoice Options > choose Edit

📎 Additional Options After Creating a Credit Note:

• Print
• Download as PDF
• Send by Email
• Attach Supporting Documents (available after saving or posting the credit note)

This helps maintain accurate records and ensures the correct balances with suppliers.