Summary
How to edit a purchase credit note in Sage Accounting.
Description
You can only edit a purchase credit note if it meets the following conditions:
- The credit is unpaid
- The credit has no allocations
- The credit isn't on a VAT Return
If the credit has allocations, remove them before editing it by:
- Delete the refund matched to a credit note, or
- Unallocating the credit note from the purchase invoice
If the credit is on a VAT Return:
- If it's included on a draft VAT Return, delete the VAT Return before editing the invoice
- If it's included on a submitted VAT Return, you can't edit the invoice. Instead, reverse the purchase credit note
Resolution
- Go to Purchases, then Purchase credit notes.
- Find and open the relevant credit note.
- Select Edit.
- Make the required changes and select Save.