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Version: Current

Step 1: Upload the Credit Note

Get the supplier credit note into Zudello using your preferred method.

Option 1: Email Upload

  1. Forward the supplier email (with the credit note attached) to your team's Zudello purchasing inbox.
  2. Zudello extracts the document and places it in the Purchasing > Credits submodule (or potentially Invoices, depending on extraction).

Option 2: Manual Upload

  1. Navigate to the Purchasing > Credits submodule (or Invoices if you prefer to upload there initially).
  2. Drag and drop the credit note file onto the screen or use the New Credit/New Invoice button to upload.
  3. Wait for the upload confirmation.

What Happens Next?

The uploaded credit note moves to Scanning status. Once extracted, it will appear in the appropriate submodule (likely Credits or Invoices) in Ready or User Review status.

Next Step: Review Data, Code, and Submit

Related How-To Guides: