How to register credit notes

In this article, you’ll learn how to register credit notes in Planyard to keep your project budgets accurate and aligned with financial changes.

Introduction

Planyard makes it easy to process credit notes—whether standalone or linked to a purchase order. When registered correctly, credit notes automatically adjust the project’s budget and committed costs, reducing manual work and minimizing errors.

How to activate the credit notes feature

Before using credit notes, the feature must be enabled in your company settings. Only users with permission to edit company-wide settings can activate it.

1. Click Company in the top menu.
2. Click Settings on the far right of the menu.
3. Open the Company-wide features tab.
4. Enable the toggle for Credit notes.

You can now register credit notes in your projects.

How to register a credit note

There are two ways to register a credit note in Planyard:

1. Standalone credit note

1. Navigate to your project.
2. Click Files in the project menu.
3. Upload the credit note file.
4. Click on the uploaded file to start processing.
5. Select the Supplier from the dropdown.
6. Set Document type to Credit Note.
7. Add any relevant document details.
8. Under Line-items, click Select in bulk, check the applicable items, and click Update selection.
9. Enter the Unit, Quantity, and Unit price for each selected line item. Use a negative quantity to register the credit.
10. Click Submit.

2. Credit note for a purchase order

1. Navigate to your project.
2. Click Files in the project menu.
3. Upload the credit note file.
4. Click on the uploaded file to start processing.
5. Select the Supplier from the dropdown.
6. Set Document type to Credit Note.
7. Add any relevant document details.
8. Select the Purchase Order the credit note is linked to.
9. Line items from the PO will auto-populate. Enter the negative quantity for the credited amount.
10. Click Submit.

Once submitted, the credit note is saved to your project, and the corresponding budget totals are automatically updated.