Hi
Would i record a credit note the same way as a purchase from a supplier, I.E
Upload image into dropbox / receipt hub then enter / tag as a minus figure instead of plus figure ?
Thanks in advance
Dave
Hi @DC123
Do you have an original invoice that the credit note was issued against?
You could do it using the way you mentioned, but if it’s been issued against 1 invoice you may find it better, data wise, to raise the credit note against it directly first and then attach the document to it.
Hi
Entered as minus figure…
i have an original invoice, but the credit isn’t showing on the money owed page, or anywhere else for that matter to allow me to tag it ?
Hope that makes sense
Dave
Update,
I have now found the credit note, and have tried to log payment with 2 x outstanding invoices but it says
At least one of the purchases selected has already been paid
The paid purchases have been unchecked.
The payment that has been unchecked is the credit note.
Do i need to delete the crdit note then re - enter without payment ?
When you entered the credit note, you would have been asked what to do with it - either create a bank transaction or hold the funds on the account.
By creating a negative value invoice, it isn’t possible to link it to a purchase I’m afraid. You would have to do it from the purchase itself and raise the credit note that way.
You could delete the credit note and raise it from the purchase itself. However, this would only be for one purchase. Providing you don’t mind have a credit note for each purchase invoice (which would result in two transactions on your bank account in QuickFile), then that would be the better option. This can be done by going to More Options >> Create a Credit Note when viewing the invoice itself.
Hi think i’ve done this correctly at last.
When I’ve selected both outstanding purchases and opted to pay them as a grouped payment the figure / amount is correct as if with credit note applied, does that sound correct to you done the following way ?
Allocate one lump payment then use this to pay down selected invoices
Thanks in advance.
Dave
If I’m honest, I can’t visualise it. But as long as your bank balance is correct, and your invoice balances are all correct, then I’d say that it should be fine 
As long as everything balances and is correct, then it should be OK.
Assuming you have a credit note of £18.38, then your screenshot looks correct.