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Take money back from a supplier: debit notes and returns

A debit note reduces what you owe a supplier for goods or charges that were wrong. A return sends goods back and raises the debit note in one step.

Steps

1. Open a bill under Bills and raise a debit note against it. Take it by quantity or by amount for each bill line. Debit notes already raised against a line count together against what that line has left, and a total that passes what is still owed is refused.
2. The debit note posts to payables and reduces the bill’s outstanding amount. It shows on the supplier’s statement and ageing, and the tax return nets it out. A bill that has debit notes cannot be voided.
3. To send goods back, raise a supplier return from the bill. It issues the stock back to the supplier and raises a return debit note against the bill together. You need the permission to issue stock in Materials as well as the debit-note one.
4. The bill, the payment voucher and the debit note each have a paper copy, a PDF and an email to the supplier; emailing them needs its own permission.

The bill’s drawer lists its lines, payments and debit notes, and the chain of documents behind it: order, receipt, payments, notes and returns.

Related

• Enter a bill a supplier has sent you