--- title: "Supplier credits" slug: "supplier-credits" updated: 2024-01-09T10:32:47Z published: 2024-01-09T10:32:47Z canonical: "help.elorus.com/supplier-credits" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.elorus.com/llms.txt > Use this file to discover all available pages before exploring further. # Supplier credits **Supplier credit notes** are issued in cases where there is a **return of goods** from you to your supplier. They are also furnished by the supplier in cases where he/she, for whatever reason, offers you a **discount on already invoiced items**. In Elorus you can register credit notes from your suppliers, as well as issue a **Self-billed supplier credit**. ## Record a supplier credit Click **...More > Supplier Credits > Add > Record a supplier credit** to add the credit notes you received. The fields for adding a Supplier credit note are similar to the ones for adding a Bill. You can find more details [here](/docs/add-bills). **Supplier** and **Date** fields are mandatory. Underneath the Supplier's name you can have access to the *Contact details* and *Contact notes* (if any) just by clicking the relevant links. Reference number is optional and helps you locate the credit note in the system through ***Reports***. ![record a supplier credit](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/record%20a%20supplier%20credit%20basic%20info%20%281%29.png) The next step is to fill in the item lines, where the selection of an **Expense category** is mandatory. In the example below, the Supplier credit is related to *Advertising expenses* and is also associated with a project. Marked as *"Billable expense"* the amount will be deducted from the Supplier's balance. ![supplier credit-lines-example](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/supplier%20credit%20lines%20example%20%281%29.png) If you wish, you can *adjust the tax amount manually* by clicking **Edit tax amounts**, as well as add **Global** and **Withholding taxes**. For more information check paragraph 9 [here](/int/docs/add-bills). **Attention:** In order for the supplier’s balance to be correct after a refund, the value of the Supplier credit note must be used to pay off the bill. This can be done by adding a payment from either the Bill overview page or the Supplier credit note page, choosing ***"Apply credit"*** in ***[Related payments received](/int/docs/bill-payment)***. ### Creating Supplier credits through Bills To save time, you can **add** a **Supplier credit** note quickly through ***Bill*** overview page. Just click **(...) > Create supplier credit**. ![create supplier credit through bill](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/create%20supplier%20credit%20through%20bill%20%281%29%281%29.png) You are then redirected to the Supplier credit **Αdd page** where the fields are pre-filled based on the *Bill* details. Of course, you may edit any field necessary. ***''Marked as issued''***, the Supplier credit is automatically **issued** and **paid off** (in case the Bill was in *''Unpaid''* status), using the amount due from the invoice. In other words, it automatically creates the payment transaction by applying credit, as described previously. ## Self-billed supplier credit There are cases where the recipient of the goods/products issues a document ***on behalf of the supplier (self-billing)***. If so, as long as you have created the corresponding [document type](/int/docs/document-types) for the Supplier credits, you can go to **...More > Supplier credits > Add** and click **Create a self-billed supplier credit**. ![create a self-billed supplier credit-add](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/create%20a%20self-billed%20supplier%20credit-add%20%281%29.png) You will be then redirected to a page similar to the one below: ![self-billed supplier credit-add page one)](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/self-billed%20supplier%20credit-add%20page%201%20%281%29.png) ![self-billed supplier credit-add page two](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/%CE%A3%CF%84%CE%B9%CE%B3%CE%BC%CE%B9%CF%8C%CF%84%CF%85%CF%80%CE%BF%20%CE%BF%CE%B8%CF%8C%CE%BD%CE%B7%CF%82%202023-10-12%20160553.png) Elorus will ask you to specify a [numbering sequence](/int/docs/numbering-sequences) for this type of document in order to differentiate Supplier credit notes from Sales credit notes. ### Sending self-billed supplier credit notes via Email The option to send **Self-billed supplier credits** via email to your suppliers is active on all subscription plans, including the free plan. The only requirement is that your email address has been verified. As with every other document in Elorus, to send a specific Self-billed supplier credit via email, just click the **Email** button, located on its view page. You will be then redirected to a page similar to the image below. ![self-billed supplier credit note-send email page](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/self-billed%20supplier%20credit%20note-send%20email%20page%20%281%29.png) Check our guide [here](/int/docs/sending-self-billed-invoices-via-email) for all the details about how sending self-billed invoices (and credits) via Email. ## Edit supplier credits You can **edit** a supplier credit. To do this, first you must unapply all payments by clicking the red bin. ![red bin self billed](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/red%20bin%20self%20billed%20%281%29.png) Hit "Yes, I'm sure" to proceed. Then you can click **Edit** at the top right of the document's page. The document's status will change to **Draft**. ## Delete supplier credits ### Delete a single supplier credit You can delete a single Supplier credit by clicking **Edit** located at the top right of its overview page. Its status will change to ***Draft*** and then you may click the **Delete** button at the bottom of the page. ![delete a single supplier credit-button](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/delete%20%281%29.png) ### Delete supplier credits in bulk Go to ***...More > Supplier credits***, check the *Draft* documents you want to delete and then click **Actions > Delete selected**. ![supplier credits-actions-delete selected)](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/supplier%20credits-actions-delete%20selected%20%281%29.png) Note that any successfully deleted record must be in **Draft** status and have **no payments related**. Warning Deleting a record is an **irreversible action**, so proceed with caution! ## Void a supplier credit - A **Supplier credit note** must be **"Issued"** before it can be canceled. - There should be **no payments (sent)** associated with it. If the requirements are fulfilled, click the **(...)** at the top right of its overview page and select **Void.** ![void a supplier credit](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/void%20a%20supplier%20credit%20%281%29.png) In Self-billed supplier credits you'll see an image as the one below: ![void a self-billed supplier credit](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/void%20a%20self-billed%20supplier%20credit%20%281%29.png) When you click "Void" a warning is displayed: ![supplier credit-void-confirmation question ](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/supplier%20credit-void-confirmation%20question%20%281%29.png) Click "Yes, I'm sure" to confirm. Notice that in **Self-billed supplier credits**: - The **number cannot be used again** and numbering will continue. For example, if the void self-billed supplier credit was number 1, the next one you add to the series will be number 2. - Void documents **cannot be sent via Email** (the button is inactive) ![void self-billed supplier credit-email button inactive](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/void%20self-billed%20supplier%20credit-email%20button%20inactive%20%281%29.png) - If you have enabled the **"Force sequential numbering"** option (through **Settings** > **Application settings**) the system will not allow you to delete the Void invoice (when you set it back to *Draft*). - Void supplier credits **remain in the system** in order to maintain historical information for any future audits; they are not included in [Supplier statements](/int/docs/client-supplier-statement) or in Elorus [Reports](/int/docs/about-reports). ## Other bulk actions You can **copy** a supplier credit and/or **export** its **attachments to a zip file**. From the **Supplier credits list page** select the documents and then click the **Actions** button. ![actions supplier credits](https://cdn.document360.io/9493d4a2-f3a8-4344-ad47-a4f5aeb61ce6/Images/Documentation/actions%20supplier%20credits%20%281%29.png) ## Related - [Add Credit notes](/add-credit-notes.md)