Credit a supplier invoice

Crediting an invoice in Workshop Software allows you to reverse or adjust a previously completed invoice. This is useful when a customer returns a part, when work needs to be amended, or when a billing correction is required. The credit is recorded against the original invoice for accurate financial tracking. Follow the steps below to apply a credit.

You may have instances where by you have ordered a product from a supplier that might be incorrect or no longer require. As a result the part will be returned to your Supplier and they are going to give you a credit amount (based on the value of the product) that you can then use towards future invoices with this suppliers. Below are the steps to create a credit for a specific supplier that you will use against a future invoice. 1.       Click on the ‘+’ button at the top right of the page and select ‘Supplier Invoice’ from the drop down menu Workshop Software credit a supplier invoice showing ‘ + ’ button at the top right of the page and select ‘ supplier invoic... 2.       Search for the supplier you want to raise a credit against, and then double click on their details in the dropdown menu Workshop Software credit a supplier invoice showing for the supplier you want to raise a credit against, and then double c... 3.       Enter the invoice details including the parts that are being returned, changing the type of invoice to ‘Credit’.  By entering the parts into this invoice, this will also update your stock levels. Once completed click on the ‘Process‘ button at the bottom right of the page Workshop Software screen showing once completed click on the ‘ process ' button at the bottom right of the page
Please Note: Supplier credits will not sync to your accounting package as credits. Credits are used in Workshop Software to payoff other invoices by that supplier. See guide below on applying supplier credits
Apply a Supplier Credit to a Supplier Invoice

Good to Know

  • If you have an accounting integration enabled, this change will sync to your accounting system on the next sync cycle.
  • You can search for a supplier by name or account number using the search bar at the top of the suppliers page.

Frequently Asked Questions

Does a credit note sync to my accounting system?

If you have an accounting integration enabled (such as Xero, MYOB, or QuickBooks), the credit will sync to your accounting system on the next sync cycle, keeping both systems in balance.

Can I undo this change to the invoice?

Changes to finalised invoices may be limited. If the invoice has already been synced to your accounting system, you may need to create a credit note instead.

Will this affect existing supplier invoices or purchase orders?

Changes to supplier details apply going forward. Existing supplier invoices and purchase orders retain the information that was recorded at the time they were created.

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