Solution Properties
Solution ID:
240304191453867
Last Modified Date:
Thu Apr 30 19:19:33 UTC 2026
Taxonomy Path:
Category//Transactions
Author:
sageadmin
How to edit or void vendor credit notes
Description

Follow this procedure when a vendor credit note contains incorrect details, or you created it in error.

Deleting a credit note removes it from your accounts. Editing updates the existing transaction values.

Prerequisites

You need full access to the Expenses option to edit or delete saved credit notes.

Users with restricted access can only edit or delete draft credit notes.

Cause
Resolution

Edit or delete a reconciled stand-alone vendor credit note

NOTE:

If you refunded the credit note, unallocate the refund before you continue with the steps. See the article How to deal with refunds in Accounting.

  1. Go to Expenses, then select Vendor Credit Notes.
  2. Select the credit note you want to edit.
  3. Update the details, then select Save.

Sage Accounting updates the values in your accounts.

Delete a vendor credit note

  1. Go to Expenses, then select Vendor Credit Notes.
  2. Select the checkbox next to the credit note.
  3. Select Delete on the toolbar.
  4. Select Yes to confirm.

Sage Accounting removes the credit note values from your accounts.

Edit or delete an allocated or reconciled vendor credit note

When you allocate a credit note to an invoice, Sage Accounting creates a transaction you must remove first.

  1. Select Contacts.
  2. Open the required contact.
  3. In the Activity area, select the allocation transaction.
  4. Clear the checkboxes for the invoice and credit note.
  5. Select Save.

If the credit note covered multiple invoices, edit the credit note amount before saving.

EXAMPLE:

  • Invoice amount: $50
  • Credit note amount: $100
  • Amount to pay: -$50

You can now edit or delete the vendor credit note.

Steps to duplicate
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