How do I create a Credit Note?

    4214 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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