How to email a Credit Note to Supplier

Support
1

I’ve raised a Credit Note against a suppliers invoice, but can’t see where or how I can email the Credit Note to the Supplier.
Your help sorting this would be appreciated.
Many thanks
Margaret.

2

Hi @mesholmes1956

There is no way of doing this because usually the supplier would be giving you the credit note and not the other way around.

I hope this helps, but if you require any further help, please don’t hesitate to ask.

3

Hi Sian, it doesn’t really help, I would normally (pre QF raise a Debit Note to a supplier) but can’t see this as an option?? I need to let my Supplier know there’s an issue with an Invoice somehow, ?? Is there a way to do this?

4

Hi @mesholmes1956

If you have a query about an invoice you’ve received, you would need to contact the supplier directly. There’s no option to do this within QuickFile, only sales invoices (you have issued).

5

Hi Mathew, thanks for coming back on this.
I may have a solution.
Click to open (view) the document
Click on the PRINT button on the document
This will open the document in a new (Chrome) tab
Right click on the document then click to print
In the print box, which will open up, under destination select Save as PDF and click to save.
I have been able to then email the PDF to my suppliers.
It just might help others with me putting this on here.
Kind regards
Margaret.

6

Hi @mesholmes1956

I’m glad you’ve found a solution, I hope this works for you.

7

Hi Sian, yes, it’s solved my problem, all thanks to my husband.
Kind regards
Margaret.

8

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