How to Create a Credit Note in Tradeshift
How to Create a Credit Note in Tradeshift
Activating the Credit Note App 1. Before creating a Credit Note in Tradeshift, you want to check that the “Credit Notes App” is activated. To do this, first click on the “My Apps” menu item in Tradeshift.
2. Verify you have the “Credit Notes” app in your “My Apps” list. If you do not see “Credit Notes” in the list, proceed to Step 3 below.
3. Click on the “Explore Apps” menu item
4. Once you are viewing the app page click on the “Credit Notes” app icon.
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How to Create a Credit Note in Tradeshift
5. Once the Confirm Activation screen appears, click the green “Confirm and activate App” button
6. You should now see the “Credit Note” option from the drop down menu in the “Create” menu item
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How to Create a Credit Note in Tradeshift
Create an Invoice Related Credit Note 1. Click on the “Documents” menu item once you are in Tradeshift
2. Open the invoice you wish to credit from the “Documents” list.
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How to Create a Credit Note in Tradeshift 3. At the top of the screen click the “Other actions” button and then select “Create Credit Note” from the drop down menu item.
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How to Create a Credit Note in Tradeshift
4. Fill in your Credit Note Number in the Credit Note Number field. Important! You cannot invoice Nike a partial credit. This means you must not change the “Price per unit” field to a different dollar amount than what is displayed when creating a Credit Note from an invoice.
5. Click the “Send” button at the bottom of the screen. Your Credit Note will now be routed to Nike.
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How to Create a Credit Note in Tradeshift
Create a Non-Invoice Related Credit Note 1. Click on the “Documents” menu item in Tradeshift and then select “Credit Note” from that drop down list.
2. Once you are in an open and blank Credit Note choose Nike, Inc. from the drop down menu in the “To” field.
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How to Create a Credit Note in Tradeshift 3. From the “Add optional field” menu choose “Person reference”. You need to do this because you will need to enter a Nike contact email address in order to make sure the Credit is routed to Nike for processing.
4. Once the “Person reference” field appears, enter the email address of your Nike contact.
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How to Create a Credit Note in Tradeshift 5. Enter all of the line information you need in order to complete your Credit Note. This is just like filling in the information of an invoice. You will want to include a description, quantity and dollar amount. Item ID is optional just as it is on an invoice.
6. Click the green “Send” button located at the bottom of the screen and your Credit Note will be routed to your contact person at Nike.
pg. 8
Activating the Credit Note App 1. Before creating a Credit Note in Tradeshift, you want to check that the “Credit Notes App” is activated. To do this, first click on the “My Apps” menu item in Tradeshift.
2. Verify you have the “Credit Notes” app in your “My Apps” list. If you do not see “Credit Notes” in the list, proceed to Step 3 below.
3. Click on the “Explore Apps” menu item
4. Once you are viewing the app page click on the “Credit Notes” app icon.
pg. 1
How to Create a Credit Note in Tradeshift
5. Once the Confirm Activation screen appears, click the green “Confirm and activate App” button
6. You should now see the “Credit Note” option from the drop down menu in the “Create” menu item
pg. 2
How to Create a Credit Note in Tradeshift
Create an Invoice Related Credit Note 1. Click on the “Documents” menu item once you are in Tradeshift
2. Open the invoice you wish to credit from the “Documents” list.
pg. 3
How to Create a Credit Note in Tradeshift 3. At the top of the screen click the “Other actions” button and then select “Create Credit Note” from the drop down menu item.
pg. 4
How to Create a Credit Note in Tradeshift
4. Fill in your Credit Note Number in the Credit Note Number field. Important! You cannot invoice Nike a partial credit. This means you must not change the “Price per unit” field to a different dollar amount than what is displayed when creating a Credit Note from an invoice.
5. Click the “Send” button at the bottom of the screen. Your Credit Note will now be routed to Nike.
pg. 5
How to Create a Credit Note in Tradeshift
Create a Non-Invoice Related Credit Note 1. Click on the “Documents” menu item in Tradeshift and then select “Credit Note” from that drop down list.
2. Once you are in an open and blank Credit Note choose Nike, Inc. from the drop down menu in the “To” field.
pg. 6
How to Create a Credit Note in Tradeshift 3. From the “Add optional field” menu choose “Person reference”. You need to do this because you will need to enter a Nike contact email address in order to make sure the Credit is routed to Nike for processing.
4. Once the “Person reference” field appears, enter the email address of your Nike contact.
pg. 7
How to Create a Credit Note in Tradeshift 5. Enter all of the line information you need in order to complete your Credit Note. This is just like filling in the information of an invoice. You will want to include a description, quantity and dollar amount. Item ID is optional just as it is on an invoice.
6. Click the green “Send” button located at the bottom of the screen and your Credit Note will be routed to your contact person at Nike.
pg. 8
