Supplier Credit Notes aka Treat them like an invoice

Feature Request
21

By my reading what this seems to boil down to is a need to display a statement for a supplier in the same format as a statement for a client.

22

Yep, thatā€™s all but it does involve Quickfile being a little less rigid in how it handles credit notes to do this.

23

Thank you for your posts. Iā€™ll certainly pass these to our development team and weā€™ll investigate a few options. I canā€™t give any guarantees or timelines, but if something does change, weā€™ll be sure to update this post.

24

I agree with the OP and aos, after using Sage for several years and being used to Sage handling a credit note in the same way a purchase invoice is handled - I really did struggle with the way QuickFile handles credit notes. Especially when one of our suppliers holds a payment on account/prepayment for us to buy goods with. This added extra, unnecessary complexity when recording various credit notes they had given us.

+1 for changing the way credit notes are handled. :slight_smile:

25

Thank you for your reply and explanation. I will try method you have suggested. What I would like to see however, is my total outstanding in quickfile to match the supplierā€™s statement. Anyway thank you for your help meantime.

26

Yes! That is what I would like to see. It would make things much more simple.

27

me too, having a nightmare.

28

Hi @axispara

If youā€™d like to start a support topic with a few details of the issues youā€™re having, weā€™ll certainly try our best to help you.

29

It seems like the same issues as the rest of this thread. I have a list of 12 invoices for one supplier i have entered via receipt hub, and a credit not that does not match the value of any of them. how can i get the payment to be correct for the bank rec. I have tried so many times and deleted my attempts, i will probably just cheat now and revalue one of the invoices to the value less the credit. every time i attempted to do this it would not allow the credit in the payment. I tried allocating it to one invoice and still failed.

30

Hi @axispara, itā€™s hard to say without taking a look at the actual account. Iā€™ve sent over a private message to get some more info and weā€™ll go from there.

31

Hi,

I have tried this twice and did not get the Credit Note Options box. I have created the credit not but now cannot apply the bank credit to the invoice as I do not get that option. Help?

32

Any update as to how supplier credits are posted in to QF?

Regards

J

33

Hi @John_Charnock,

There have been no changes made to the way that Credit notes are treated within QuickFile. Should there be a new feature added then it will be posted to the feature request thread

34

Am I able to PM you?

35

Hi @John_Charnock

Yes, any account specific queries can be sent to @QFSupport in a private message if needed.