In Logistiqo, credit notes for subcontractors/creditors are used to correct or adjust amounts from an inbound invoice that has already been recorded, for example when an invoiced amount needs to be reduced or corrected. This is different from creating a Credit Note for a customer under Debtors. In this workflow, the Credit Note relates to an invoice from a subcontractor or supplier, therefore it is managed under Creditors.
This can be used when a previously recorded supplier or subcontractor invoice requires a financial correction while keeping the correction associated with the relevant shipment and supplier. The Credit Note records the adjustment separately rather than replacing the original inbound invoice.
Go to Accounting > Creditors > Inbound Invoice and select Shipments from the dropdown.
Select a Shipment from the table and click New.
Under Inbound Invoice, select Credit Note from the Type dropdown. In the Supplier field, select the subcontractor for whom you want to create a credit note.
Review and complete the relevant Credit Note information, such as the credit note date, supplier reference, description, and amount.
Click Save to create the credit note. To find the saved credit note, select Inbound Invoices from the dropdown. The newly created credit note will appear at the top of the table.
Note: All selected shipments must belong to the same supplier.