How to Import a Supplier Credit Note?

Left Navigation Bar > Purchases > Credit notes

You can import a supplier credit note into Sequence and use the available balance to pay a purchase invoice by following the steps below:

1. Click on "Purchases."

   
2. Then, click on "Credit Notes."
3. In the Credit Notes section, click "Import Credit Note."
4. Select or drag the credit note file.
5. Once one or more files have been uploaded, click "Add Credit Note."
6. For the credit note with the status "To Process", click on the three dots.

7. From the menu, select "Process Credit Note."

   
8. Sequence will automatically create the supplier field if the supplier doesn’t exist yet; otherwise, it selects the corresponding supplier.
9. Check the currency. If it doesn’t appear, you must create an accounting account for it in the Accounting section.
10. If the credit note is related to a specific invoice, click on "Select an invoice" to associate it.
11. Click on the invoice to link it.

12. Once the data is verified, click "Validate and Finish" to confirm the import.

    

13. Click "Continue" to finalize the confirmation.

Using the Credit Note Balance to Pay an Invoice

1. Click on the associated invoice.
2. In the invoice details, click "Record a Payment."
3. In the payment form, click on "Use available balance."
4. Select the balance(s) you wish to use. You can use multiple balances to partially or fully pay the invoice.
5. CClick "Validate."
6. Once the balance is selected, it is deducted from the total due, and the remaining amount will be displayed by default. If the amount is correct, click "Confirm" to finalize the payment.
7. The invoice status will now show as "Paid."