Purchase Management — Debit notes, refunds and statements
Create debit notes, apply them to invoices, record refunds, send PDFs and issue vendor statements.
01Create a purchase debit noteCreate a vendor debit note with lines and totals.Admin Area → Purchase → Debit Notes → New02Edit a purchase debit noteUpdate an editable debit note.Admin Area → Purchase → Debit Notes → open note → Edit03View a purchase debit noteReview status, totals, applications, refunds, files and reminders.Admin Area → Purchase → Debit Notes → open note04Delete a purchase debit noteRemove a debit note through the supported action.Admin Area → Purchase → Debit Notes → Delete05Validate a purchase debit-note numberResolve duplicate or invalid numbering.Admin Area → Purchase → Debit Notes → New/Edit → Number06Choose a vendor for a debit noteLoad vendor-specific invoice/currency context.Admin Area → Purchase → Debit Notes → New/Edit → Vendor07Add debit-note line itemsEnter items, amounts, tax and totals.Admin Area → Purchase → Debit Notes → New/Edit → Items08Open a purchase debit noteChange the note to open through the supported action.Admin Area → Purchase → Debit Notes → open note → Mark Open09Void a purchase debit noteMark the note void rather than deleting it.Admin Area → Purchase → Debit Notes → open note → Mark Void10Apply a debit note to purchase invoicesAllocate available debit value to selected vendor invoices.Admin Area → Purchase → Debit Notes → open note → Apply to Invoices11Remove a debit-note applicationDelete one applied debit allocation.Admin Area → Purchase → Debit Notes → open note → Applied Invoices → Remove12Apply debits from a purchase invoiceOpen available vendor debit notes from the invoice context.Admin Area → Purchase → Invoices → open invoice → Apply Debits13Remove an applied debit from a purchase invoiceDelete one invoice-side debit allocation.Admin Area → Purchase → Invoices → open invoice → Applied Debits → Remove14Create a debit-note refundRecord a refund against the debit note.Admin Area → Purchase → Debit Notes → open note → Refunds → New15Edit a debit-note refundUpdate refund amount, mode or note.Admin Area → Purchase → Debit Notes → open note → Refunds → Edit16Delete a debit-note refundRemove a refund record.Admin Area → Purchase → Debit Notes → open note → Refunds → Delete17Upload or remove a debit-note attachmentManage supporting files on a debit note.Admin Area → Purchase → Debit Notes → open note → Attachments18Generate a purchase debit-note PDFRender the debit-note PDF.Admin Area → Purchase → Debit Notes → open note → PDF19Send a purchase debit noteEmail the note and choose whether to attach its PDF.Admin Area → Purchase → Debit Notes → open note → Send20Create a vendor statementGenerate a statement from vendor purchasing records.Admin Area → Purchase → Debit Notes/Invoices → Statement21Generate a vendor statement PDFRender the statement PDF.Admin Area → Purchase → Statement → PDF22Send a vendor statementEmail the statement to selected recipients.Admin Area → Purchase → Statement → Send23Filter debit notesUse vendor/status/list filters.Admin Area → Purchase → Debit Notes24Troubleshoot debit-note applications or refundsCheck available balance, vendor match, invoice status, existing allocations and permissions.Admin Area → Purchase → Debit Notes → open note