1. Debit Notes

There are two methods to create a debit note. Both methods are done within the relevant community, from Finances.

1.1 Method One

Navigation: Community Level > Finance  > Payments

This screen will list all of the pending- and authorized supplier invoices within the community.

If the invoice raised is incorrect, then simply navigate to the right, click on the menu options, and select Debit Note.

The following message will come up

After clicking on Yes, the Supplier invoice will move over to the Paid tab.

Partial debit notes cannot be issued from the supplier payments page, as issuing a debit note from this page will issue a debit note for the total initial supplier invoice amount and not only the specific partial amount. The following steps detail how to issue a debit note for the relevant partial amount (method two below)

1.2 Method Two

Navigation: Community Level > Finance > Suppliers > Debit Notes

This method is recommended if it's only a partial debit to the whole amount of the supplier invoices or if the debit note is not against a specific invoice.

The following screen will appear where the supplier account is selected in which this debit note will be processed.

If the Debit Note does not apply to an invoice the debit note amount will be applied to the balance of the supplier account. However, select yes if the debit note applies to a specific invoice, the screen will show all invoices raised against this specific supplier.

Select the invoice in question and select which line item by clicking on the box, this will automatically create the debit note for all line items.

If there is a specific line item that needs to be debited and not the entire invoice, only tick the line items that should be debited and click on Create Debit Note. For this example, the electricity line item is the line item that needs to be debited by only selecting that tick box it will only include the selected line item on the debit note created.