📍 Where to find this module?
Main Menu > Purchases
Introduction #
The Supplier Credits module allows you to manage credits received from your suppliers, generally following a return of goods, a billing error, or a commercial discount. It is accessible via Purchases > Supplier Credits.
Tip: As of September 1, 2026, electronically issued supplier credits are automatically retrieved and create a record directly in Kafinea — see Receiving an Electronic Invoice. The manual entry described below remains valid for other cases.
Here you will find the functionalities to:
- Create a credit note, linked or not to an existing supplier invoice
- Track the amount paid and the remaining balance
- Export the credit note as a PDF or send it by email
1. Create a Supplier Credit #
Access #
- Access the Supplier Credits module via Purchases > Supplier Credits
- Click the Add Supplier Credit button
You can also create a credit note from a supplier’s record, via the Supplier Credits tab.
Information to be provided #
General information:
- Supplier: the concerned supplier (required)
- Date: the date of the credit note
- Supplier Credit No.: the credit note reference at the supplier
- Linked Supplier Invoice: the original invoice, if the credit note relates to an existing invoice
- Status: the status of the credit note
Product/service lines:
- Add the products or services covered by the credit note
- Enter the quantity, unit price, and any discounts
- Taxes are calculated automatically
Note: Applied taxes depend on tax configuration and tax regions. To learn more, consult Tax Configuration.
Important: If you link a supplier invoice to the credit note, it must belong to the same supplier. The amount of the credit note cannot exceed the balance of the linked invoice.
Good to know: It is not possible to change the supplier on a credit note already associated with payments.
2. Financial Tracking #
Each supplier credit note displays the following financial information:
| Information | Description |
|---|---|
| Total | Total amount including tax of the credit note |
| Paid | Amount already allocated via payments |
| Balance | Remaining amount to be allocated |
The supplier credit note reduces the balance due to the supplier. It is taken into account in the calculation of the overall supplier balance.
3. Impact on Stock Valuation #
The Impacts Stock Valuation field indicates whether this credit note should be considered in the calculation of stock value. This option is useful when the credit note is linked to a return of goods that modifies the inventory value.
4. Available Actions #
From a supplier credit record, you can:
- Export the document as PDF
- Send the credit note by email in PDF format
- Add a payment to allocate all or part of the credit note
5. Frequently asked questions #
What is the difference between a linked credit note and a free credit note?
A linked credit note is attached to a specific supplier invoice: its amount cannot exceed the balance of that invoice. A free credit note (without a linked invoice) can be created for any amount and will be allocated against the supplier’s overall balance.
How does a credit note impact the supplier balance?
The credit note is deducted from the amount owed to the supplier. If you owe a supplier €1,000 and receive a credit note for €200, your balance becomes €800.