Applying a supplier credit note means recording the credit and allocating it against the bill it reduces, so you pay only the balance.
The Kinetic way
Where to find it: Accounts Payable > General Operations > Debit Memo/Prepayment
- Open Debit Memo/Prepayment and choose New > New Debit Memo (Epicor calls a supplier credit a debit memo)
- On the Detail tab pick the invoice to correct or adjust
- Choose Actions > Apply/Debit Memo/Correction Invoice
- The invoice balance drops by the memo amount. Then run Payment Entry
The Pulsify way
- Forward the supplier's credit note to your Pulsify address. Pulsify recognises it as a credit note.
- Pulsify flags a credit note with a missing or unknown original invoice, or an original smaller than the credit.
- Choose the original bill and approve.
- Pulsify creates the credit note in Kinetic against the original bill.
Pulsify connects to Kinetic. We set up the connection for you.
What Pulsify does not do here
- Pulsify does not handle partial allocation across several bills.
- Credit note handling is limited to the cases listed above.
Common mistakes
- Running Payment Entry before applying the debit memo.
- Following menu names from older Epicor ERP 10 screens without checking Kinetic.
More help
- How to apply a vendor credit note to a vendor invoice in Dynamics 365 Finance
- How to apply a credit note to a supplier invoice in IFS Cloud
- How to apply a debit memo to a voucher in CloudSuite Industrial
- How to match an AP invoice to a purchase order in Kinetic
- How to put a disputed AP invoice on hold in Kinetic
- All Kinetic how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: partial.
Common questions
Why is a supplier credit called a debit memo?
Epicor calls a supplier credit a debit memo. Open Debit Memo/Prepayment and choose New > New Debit Memo.
How do I apply it?
On the Detail tab pick the invoice to correct. Choose Actions > Apply/Debit Memo/Correction Invoice. The invoice balance drops by the memo amount. Then run Payment Entry.
Does Pulsify read credit notes?
Yes. It recognises supplier credit notes and flags a missing or unknown original invoice.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Kinetic.