Matching Sales Credit Notes to Sales Invoices

You can match a sales credit note:

Matching a Converted Sales Credit Note with the Associated Sales Invoice

You can match a sales credit note to a sales invoice if the sales invoice is converted to sales credit note using the Convert to Credit Note button.

Note: The Match button will be available in the Sales Credit Note Lightning page only when a sales credit note is posted and is in "Complete" status.

To match the sales credit note to its related sales invoice, click Match. When the matching is successful, a transaction line is added to the Matched Payments tab with the associated invoice number. The sales credit note is moved to “Paid” payment status. For more information see, Creating a Credit Note from a Sales Invoice.

Matching a New Sales Credit Note with a Sales Invoice

To match a sales credit note with a sales invoice, you must create a new sales credit note and then post it. You can only match a sales credit note with “Complete” status.

Note:
  • The Match button will display in the Sales Credit Note's Lightning page only when a sales credit note is posted and is in "Complete" status.
  • A New Sales Credit Note will not have a sales invoice number associated with it. The Sales Invoice Number field will be blank.

To match a sales credit note:

  1. Set the document's company as your current company.
  2. Click Match. The Match Sales Credit Note window appears with a message that the sales credit note does not match any sales invoice.
  3. Click Redirect on the message window. It redirects to the Cash Matching Lightning page to perform cash matching manually.
    4. For more information see, About Cash Matching.