How to import a credit note
From the Supplier Invoices section: Select Import new invoices, then click Change type ↩️ during invoice verification.
Directly in the Credit notes tab: Go to SIM and import your credit notes from there via the Import credit note button
Which actions can you perform?
Edit details: Available only if the credit note isn’t already linked or if it’s not a refund type.
Delete: Possible only if the discount credit note isn’t linked to any invoice.
Mark/Unmark as refunded (Refund type): Use this if you receive the money back.
Link/Unlink (Discount type): Manage the connection from the invoice directly.
How to link a credit note to an invoice
Open the invoice you wish to adjust, then locate the credit note section to link or unlink the discount credit note. By linking, the invoice amount (and related payment forecast) will automatically be reduced by the credit note amount.
Effects once imported or linked
Supplier Invoice Management:
Discount credit notes reduce the invoice total shown.
A paperclip icon indicates the number of attached credit notes.
Treasury:
The expected transaction is reduced by the linked discount credit note amount.
Reconciliation:
The invoice line is adjusted by the discount credit note.
Pre-Accounting:
Discount credit notes create a new line in pre-accounting as soon as they are collected on SIM, regardless of whether they are linked to an invoice.
Refund credit notes create a new line upon import.
Each credit note line is labeled with “Credit Note” for clarity.
💡 Tips
Keep discount credit notes on hand to immediately reduce any upcoming invoice.
Use refund credit notes if you’re expecting to get money back from your supplier.
Link or unlink discount credit notes right from the invoice view for a smoother workflow.
FAQ ❓
Can I import multiple credit notes at the same time?
Yes. You can batch-upload them like standard invoices or import them from the Credit notes tab. Each file added during upload will appear as a separate credit note.
What if I need to unlink a discount credit note from an invoice?
Open the linked invoice, find the credit note section, and select unlink. The invoice amount as well as any associated forecasts will be updated.
How do I see credit notes in my Pre-Accounting data?
Credit notes appear as separate lines labeled “Credit Note”. For discount credit notes, this line is created as soon as they are collected on SIM, regardless of whether they are linked to an invoice. Refund credit notes appear right after being imported.
Can refund credit notes be linked to an invoice or edited?
No, they cannot be linked to an invoice or edited, but only marked as refunded when you receive the money back.