Managing Vendor Credit Notes and Customer Credits in Light

Vendor Credit Notes

Posting a Vendor Credit Note

1. Email the credit note to your Bills Inbox:
   [company]@invoices.light.inc

2. Open the file from the Bills Inbox.

3. Click the three dots in the top-right corner and select Convert to credit entry.

Finding the Credit Note

1. Go to Vendors.

2. Select the relevant vendor.

3. Open the Accounting Documents tab and look for documents with type CN (Credit Note).

Applying the Credit Note

1. Open the credit note.

2. Scroll to the bottom of the page.

3. Select the bill you want to apply the credit against.

4. Confirm the allocation.

Customer Credits

Creating and Applying a Credit to an Existing Invoice

If you want to credit a customer for a specific sales invoice:

1. Open the Sales Invoice.

2. Click Generate Customer Credit.

3. Choose whether the credit is full or partial.

4. Click Post & Apply.

This automatically creates and applies the credit note to the selected invoice.

Creating a Customer Credit Not Linked to an Invoice

You can also create a standalone credit that can be applied later.

1. Open the customer profile.

2. Click Create in the top-right corner.

3. Select Customer Credit and enter the details.

4. Post the credit.

Partially Settling (“Paying”) a Customer Credit

You can record a partial settlement:

1. Open the customer credit.

2. Click Enter Payment.

3. Enter the payment amount and details.