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Raising a supplementary invoice or credit note

  • Updated

This guide will explain how to create a supplementary invoice or credit note in SmartPay

Supplementary Invoices & Credit Notes

  • Use a Supplementary Invoice to add charges after an invoice is created.

  • Use a Credit Note to correct errors or remove items from an approved invoice. Note: Credit Notes cannot exceed the original invoice amount.

Both options are available anytime after an invoice is raised, regardless of status—unless the invoice has been archived, which disables both buttons.

To proceed with changes on an archived invoice, contact the load poster.

You’ll find both options in the More menu on desktop.

 

 

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 How to raise a supplementary invoice

Step 1) Login to the Exchange, then click Accounts Receivable located on the left side menu

Step 2) Click on the Awaiting Payment tab at the top of the page, and select the invoice you want to create a new document for

Step 3) Open the Menu next to the Edit button

Step 4) The Supplementary invoice option is now visible on the Menu

Step 5) Once you click the Supplementary invoice button, you are prompted to add fields to the invoice

Step 6) You can now click the Create button

Step 7) The supplementary invoice has now been created and is visible to you

 

How to raise a credit note

Step 1) To create a Credit note, click on the Credit note button on the Menu 

Step 2) Then select a due date and item(s) to remove from the invoice

Step 3) Finally, click on the Create button at the bottom of your screen

Step 4) To view the Credit note, click on the Credit note option located at the top of the invoice

You now know how to add credit notes and supplementary invoices, for more guides on using SmartPay, click here.

 

 

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