--- title: How to Import a Supplier Credit Note? description: How to Import a Supplier Credit Note --- [Skip to content](https://university.wearesequence.ai/en/knowledge/how-to-import-a-supplier-credit-note#main-content) - [English](https://university.wearesequence.ai/en/knowledge/how-to-import-a-supplier-credit-note) - [Français](https://university.wearesequence.ai/fr/knowledge/comment-importer-une-note-de-crédit-fournisseur) English Show submenu for translations ![sequence-1-v-1-1](https://university.wearesequence.ai/hubfs/sequence-1-v-1-1.svg) Open main navigation Close main navigation - - [English](https://university.wearesequence.ai/en/knowledge/how-to-import-a-supplier-credit-note) - [Français](https://university.wearesequence.ai/fr/knowledge/comment-importer-une-note-de-crédit-fournisseur) English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](http://www.wearesequence.ai/en/knowledge?hsLang=en) 2. [Purchases](http://www.wearesequence.ai/en/knowledge/purchases?hsLang=en) 3. [Credit Notes](http://www.wearesequence.ai/en/knowledge/purchases?hsLang=en#credit-notes) # How to Import a Supplier Credit Note? ## Left Navigation Bar \> Purchases \> Credit notes You can import a supplier **credit note** into Sequence and use the **available balance** to pay a purchase invoice by following the steps below: 1. Click on **"Purchases."** ![Importer\_note01](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note01.png?width=688&height=387&name=Importer_note01.png) 2. Then, click on **"Credit Notes."**![Importer\_note02](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note02.png?width=688&height=387&name=Importer_note02.png) 3. In the **Credit Notes** section, click **"Import Credit Note."**![Importer\_note03](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note03.png?width=688&height=387&name=Importer_note03.png) 4. **Select or drag** the credit note file.![Importer\_note04](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note04.png?width=688&height=387&name=Importer_note04.png) 5. Once one or more files have been uploaded, click **"Add Credit Note."**![Importer\_note05](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note05.png?width=655&height=368&name=Importer_note05.png) 6. For the credit note with the status **"To Process"**, click on the **three dots**.![Importer\_note06](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note06.png?width=688&height=387&name=Importer_note06.png) 7. From the menu, select **"Process Credit Note."** ![Importer\_note07](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note07.png?width=655&height=368&name=Importer_note07.png) 8. **Sequence** will automatically create the **supplier field** if the supplier doesn’t exist yet; otherwise, it selects the corresponding supplier.![Importer\_note08](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note08.png?width=688&height=387&name=Importer_note08.png) 9. Check the **currency**. *If it doesn’t appear, you must create an accounting account for it in the Accounting section.* ![Importer\_note09](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note09.png?width=688&height=387&name=Importer_note09.png) 10. If the credit note is related to a specific **invoice**, click on **"Select an invoice"** to associate it.![Importer\_note10](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note10.png?width=688&height=387&name=Importer_note10.png) 11. Click on the invoice to link it.![Importer\_note11](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note11.png?width=688&height=387&name=Importer_note11.png) 12. Once the data is verified, click **"Validate and Finish"** to confirm the import. ![Importer\_note12](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note12.png?width=688&height=387&name=Importer_note12.png) 13. Click **"Continue"** to finalize the confirmation.![Importer\_note13](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note13.png?width=688&height=387&name=Importer_note13.png) **Using the Credit Note Balance to Pay an Invoice** 1. Click on the **associated invoice.**![Importer\_note14](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note14.png?width=688&height=387&name=Importer_note14.png) 2. In the invoice details, click **"Record a Payment."**![Importer\_note15](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note15.png?width=688&height=387&name=Importer_note15.png) 3. In the payment form, click on **"Use available balance."**![Importer\_note16](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note16.png?width=688&height=387&name=Importer_note16.png) 4. Select the **balance(s)** you wish to use. You can use **multiple balances** to partially or fully pay the invoice. ![Importer\_note17](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note17.png?width=688&height=387&name=Importer_note17.png) 5. CClick **"Validate."**![Importer\_note18](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note18.png?width=688&height=387&name=Importer_note18.png) 6. Once the balance is selected, it is **deducted from the total due**, and the remaining amount will be displayed by default. If the amount is correct, click **"Confirm"** to finalize the payment. ![Importer\_note19](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note19.png?width=688&height=387&name=Importer_note19.png) 7. The invoice status will now show as **"Paid."**![Importer\_note20](https://university.wearesequence.ai/hs-fs/hubfs/Knowledge%20Base/Achats/Notes%20de%20cr%C3%A9dit/Importer_note/Importer_note20.png?width=688&height=387&name=Importer_note20.png) **Note:** The available balance does **not create accounting entries**; it can **only** be used to pay invoices and is visible in the **supplier’s profile.**           - [Getting Started](http://www.wearesequence.ai/en/knowledge/getting-started?hsLang=en) - [FAQ](http://www.wearesequence.ai/en/knowledge/faq?hsLang=en) - [Top menu](http://www.wearesequence.ai/en/knowledge/top-menu?hsLang=en) - [My profile](http://www.wearesequence.ai/en/knowledge/my-profile?hsLang=en) - [My company](http://www.wearesequence.ai/en/knowledge/my-company?hsLang=en#main-content) - [TVA](http://www.wearesequence.ai/en/knowledge/my-company?hsLang=en#tva) - [Users](http://www.wearesequence.ai/en/knowledge/my-company?hsLang=en#users) - [Import box](http://www.wearesequence.ai/en/knowledge/import-box?hsLang=en) - 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