Page tree

Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.

A Supplier Credit Note is a form or letter sent by a seller to a buyer, stating that a certain amount has been credited to the buyer's account. A credit note is issued in various situations to correct a mistake, such as when an invoice amount is overstated, the correct discount rate is not applied or they do not meet the buyer's specifications.

The Credit Note options available in Chase include:

  • Credit amount manually.  Allows you to enter whatever amount you need to credit.
  • Credit the Full / Outstanding value of the Supplier Invoice.  Enter the full remaining amount to be credited.
  • Credit 50% of the Supplier Invoice.  Credit only 50% of the Supplier Invoice value.
  • Credit other % of the Supplier.  Allows you to enter a percentage of the Supplier Invoice to credit (e.g. 25%, or 75%).

titleScreen layout

Supplier Credit Note screen


titleField Help

Buttons and Fields


Go To

Link to related job bag and document.


Name of Supplier.


Attention field details Indicates the Supplier Contact at the Supplier who will be receiving the credit note.

ID Number

The Supplier Contact person's ID number.


Description can be used to name the document ie e.g. Credit Note for printing of shirts.

Delivery Address

Delivery Address is the destination address for the Credit Note.


Allow for Enter a brief explanation of what is being credited.


The date the Credit Note was created.

Payment Date

Payment date populates Populates when the Credit Note is marked as Paid.

Quote No

Quote number provided by the Supplier.


Status of the document.


Category of the job which pulls through from the job bag.


Related PO number that the Credit Note was created from.


Name of the person who created the Credit Note.


Payment terms for that Supplier.

Export Date

Populates when exported from Chase to the relevant accounting package.

Add Line

Allows you to add an additional line item to the Credit Note.

Work Type

Worktype column where work Displays the Work types/list of services pull through from the Supplier Invoice.

Business Unit

Business Units are profit centers or revenue streams within the agency.


%Mkup is the % markup added to the cost of the cost sheet.


Units is the The quantity bought from a supplier which pulls through Supplier, taken from the Supplier Invoice.

Tax Fee

When selected, no tax will be calculated for that specific line item.


Amount to be credited.

Exchange Rate

Exchange Rate allows users to edit the exchange rate for the Credit Note.


% TAX field shows Shows the % TAX being charged for this document.


This is the The total for all the line items on the Credit Note with tax added.


Children Display