While creating a new supplier credit note, under Supplier Credit Settings > Advanced, enter Custom fields.

You cannot edit a supplier's address through the supplier credit creation workflow.

If you need to edit a supplier's address, please update their contact information directly.

Refer to Contacts for more help and information.

Downloads are not available for supplier credit notes.

Yes, you can duplicate a supplier credit.

Upon duplication, a New supplier credit creation screen will show, with all fields automatically filled in following the selected credit note.

No, Jaz only supports scheduling for invoices, bills, and journal entries.

All the previous information on the supplier credit will be duplicated, except for the supplier creddit note reference.

To add a discount, ensure that Discounts are enabled under Item Attributes in the Supplier Credit Settings.

You will then be able to add a discount at a line item level.

To add taxes for a supplier credit note, ensure that you have selected a GST/VAT setting under default GST/VAT, either GST/VAT Included in Price or GST/VAT Excluded in Price.

Afterwards, you will be able to select a tax profile at a line item level.

These taxes will also show up in the supplier credit total summary.

Click on the currency label within the supplier credit note. You will be brought to the currency settings.

Select the currency that you would like the supplier credit note to have.

Yes. There are a few ways where the currency can be automatically determined:

If you would like to choose a currency outside of these options, you can select it from the list of currencies already added to your organization. If not, you can also add a currency.

Supplier credit note setting: Settings that will only be applied to a single supplier credit note (the one being created or looked at)

Supplier credit default setting: Settings that will automatically be applied by default at the start of the supplier credit note creation process for all supplier credit notes

Supplier-selected currency options: The currency that you have associated the supplier contact with, typically the currency that you transact in with this contact.

Selecting a currency that is different from your base currency may lead to foreign-exchange gains & losses due to differences in exchange rates when the supplier credit note was created and when refunds or application of supplier credit notes are done.

Yes, different currencies can be set at a supplier credit note level.

Yes, you can change the currency for a supplier credit note after it has been created by editing the currency in Supplier Credit Settings.

No, Jaz does not charge a fee for making use of different currencies in your supplier credit notes.

However, do be mindful of any potential foreign exchange gains and losses due to differences in exchange rates between the creation of the supplier credit note and when refunds or application of supplier credit notes are done.

If an organization's custom exchange rate has been set for the currency & time range that the supplier credit note was created in, Jaz will make use of this exchange rate.

You can also set an exchange rate on a transaction level.

If not, Jaz will use a third-party service to determine a mid-market exchange rate, and use that instead.

Yes, each line item can have a different tax profile.

To apply the same tax profile to all line items in a supplier credit, use the Supplier Credit settings.

To apply the same tax profile across all invoices, set the tax profile at the transaction level.