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    How do I create a Credit Note?

    3334 0 Created on 2019-09-26 14:13:20; Last updated on 2022-07-01 13:01:10

    1. Locate the Invoice to be credited 


    Credit Notes must ALWAYS reference an invoice that exists on Tradeshift.

    Search for submitted Invoices in Document Manager for which you want to create a Credit Note. 

    Click document to view it. 

    2. Create Credit Note

    Click on Create Credit Note.

    3. Credit Note for PO Invoice

    DO NOT CHANGE - Invoice Number and Purchase Order numbers are automatically populated 

    • DO NOT CHANGE - Purchase Order number populated automatically
    • DO NOT CHANGE - Purchase Order line number and Invoice line number are populated 
    • Populate PO Line Number (must be the same as Purchase Order line number - as per above)

    4. Credit Note for Non-PO Invoice 

    • DO NOT CHANGE - Invoice line number is pre-populated
    • For Non-PO Credit Notes, the HSBC Purchase Order field must be removed - simply click on the X
    • Both HSBC contact’s email address and HSBC Contact Name fields are mandatory


    • DO NOT CHANGE: Invoice line number is pre-populated
    •  PO Line number: MUST BE BLANK

    5. Credit Note - Additional Information

    • Add any Notes or Attachments as required
    • Click "Discard" if you want to stop creating a CN
    • Click "Save as draft" if you want to save the Credit Note and resume later
    • Once ready to submit a Credit Note, click Preview first, then resolve issues (if any) and Send a CN

    5. Check status


    • You can check your document status in the Document Manager
    • Click on a document to view it

    6. Credit Note status updated on the document

    The current status of the document is visible on the Top right corner of the Credit Note too.

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