Creating Payable Credit Notes

There are several ways to create a payable credit note.

Converting from an Existing Invoice

See Creating a Credit Note from a Payable Invoice for more information.

Creating from Scratch

You can create a payable credit note from the payable credit notes home page.

Note:

If custom input forms have been enabled in your organization, how you create, edit and view documents might differ from what is described in the Accounting Help. Contact your administrator for assistance.

Creating from Professional Services Automation Records

If Services Resource Planning (SRP) is installed in your org, you can also create payable credit notes from vendor invoices and expense reports in PSA. For more information, see Vendor Invoices to Payable Invoices or Credit Notes Integration and Expense Reports to Payable Invoices or Credit Notes Integration.