OCR and Accounts Payable
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      How to Add Credit Notes to an Invoice Through OCR

      Learn how Precoro matches POs with OCR-processed invoices and how to customize this process for accurate payments.

      TABLE OF CONTENTS

      How to Add a Credit Note to an Invoice Through OCR

      💡 Please note: Please note that the document will be entered as one line although it is not required for you to enable the Enter invoice as one line functionality.

      Here’s how you can easily add credit notes to your invoice:

      1. Go to the AP Inbox page.

      2. Select the document you want to add a credit note to by clicking the checkmark next to it.

      3. Click the Add Credit Note button.

      4. Choose the invoice to which you want to apply the credit note.

      5. Select the item on the invoice for which the credit note will be created.

      6. Complete the required fields and click Confirm. The credit note will now be linked to the selected item.

      How to Add Multiple Credit Notes to the Invoice

      You can add multiple credit notes to a document. This is useful when one credit note doesn’t cover the entire invoice total, and you need to add another to cover the remaining balance. When adding multiple credit notes, please note:

      • The invoice must have more than one item to use this functionality.

      • The system allows only one credit note per item, regardless of whether it is fully or partially paid.

      To apply multiple credit notes to an invoice, follow these steps:

      1. Return to the AP Inbox page.

      2. Select another document from the list.

      3. Click the Create Document action button to add another credit note.

      4. In the Select the Invoice dropdown, choose the original invoice again. You can now add a new credit note to any remaining items on the invoice.

      Frequently Asked Questions

      How is tax handled when adding a credit note to an invoice?

      When you add a credit note to an invoice, the tax is automatically applied based on the original invoice's tax rate. You can edit the tax at both the document and item levels for more precise adjustments if needed.

      What happens if the credit note amount exceeds the invoice total?

      If the credit note amount exceeds the invoice total for any item, Precoro will block the document creation to prevent discrepancies. Items that exceed the expected amount will be highlighted in red for easy identification and resolution.