Why is there no Credit note button on my bill in Kontuly?
In Kontuly, the Credit note button only appears on bills that are approved and still have something owing. For a bill you've already paid in full, go to Credit notes, open the Suppliers tab and click New supplier credit.
Why isn't the button there?
- The bill is paid. There's nothing left to apply the credit to, so it's created from the Credit notes screen and sits on the supplier's account.
- The bill is still a draft. Change the draft itself, or delete it with Delete draft.
- The bill is void. There's nothing to credit.
What do I do with the credit on a paid bill?
Once the supplier credit note is approved, you can:
- apply it to the supplier's next unpaid bill, under Apply to bills; or
- record their refund: click Record refund, choose the account in Received into, and click Record refund. If the money's already in your imported bank transactions, match that bank line to the credit note in Banking instead.
See How do I record a supplier credit note?
The same goes for customer invoices: Credit note appears on approved and paid invoices, but not drafts or void ones.
Related questions
- How do I record a supplier credit note in Kontuly?Record a credit from a supplier in Kontuly for a return, overcharge or discount, apply it to their bills, or record the refund they pay you.
- Why does Kontuly say a bill total must be greater than zero?A supplier's credit can't be entered as a negative bill in Kontuly. Record it as a supplier credit note instead, then apply it or record their refund.
- How do I record paying a bill in Kontuly?Mark a supplier bill as paid in Kontuly by matching the payment in Banking or recording it by hand, including part payments and removing a mistake.
More about troubleshooting
- Why can't I edit an approved invoice or bill in Kontuly?Kontuly says "Only draft invoices can be edited" or "Only draft bills can be edited"? Fix an approved document by voiding it or raising a credit note.
- Why does Kontuly say "Period is locked"?The transaction is dated on or before the lock date in Kontuly's Settings. Date the correction after it, or clear the lock date, fix it and set it again.
- Why can't I change the currency of a business in Kontuly?Kontuly fixes a business's currency once any transaction is posted, because every amount is stored in it. If it's wrong, set up a new business.
- Why can't I void a bill or credit note in Kontuly?No Void button on a Kontuly bill or credit note? Remove its payments, allocations and refunds first, and check the lock date. What each message means.
- Kontuly says an account has transactions and its type can't changeKontuly locks an account's type once it's been used, so past reports don't change. Create a new account of the right type and move the balance with a journal.