How Do I Match Invoices - Debit Note Update

First go to the Accounts tab from the main menu and select Debit Note Update.

You will be shown a list of invoices which have outstanding credit notes that have not yet been updated.

You can filter by Branch, From Date, Supplier Code and Debit Note Type. Select the debit note by clicking the Select link in the right hand column.

You should tick the update box next to the items you want to update.

You must choose an action for each item you want to update. Write Off will mark the item as updated but do nothing with the stock. Replace Stock will create an adjustment receipt of the quantity difference into the system, if applicable.

Press Update to post the debit note actions.

If you would rather match your debit note against a credit note then you must raise a credit note for the value received. This is available from the front menu of Invoice Matching.

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