Tutorial: Handle Supplier Credit Notes

Goal: Accurately record supplier credit notes (credits, refunds, adjustments) to ensure correct supplier balances and financial records.

Supplier credit notes represent refunds or adjustments to amounts owed. Processing these accurately is just as important as processing invoices to maintain correct supplier balances and ensure your financial records are up-to-date. Zudello provides a straightforward process for handling these documents.

This guide will walk you through the simple, two-step journey of uploading a supplier credit note and then reviewing, coding, and submitting it for processing.

Steps:

1. Upload the Credit Note
2. Review Data, Code, and Submit

Let's begin by uploading the credit note.