# Supplier credit notes for Sage 300 CRE

Sage 300 CRE covers part of supplier credit notes on its own. Pulsify reads credit invoice documents like invoices and flags one with a missing or unknown original invoice.

A supplier credit invoice reduces what you owe a vendor, usually for returns, short deliveries or a pricing error.

## What Sage 300 CRE does on its own

A supplier credit is entered as an invoice with a negative amount. It is then picked in Select Invoices to Pay with the invoices it offsets. The check net must be zero or more, so no check prints if the net is negative.

- Net check cannot be negative.
- There is no separate credit note document type. A credit is an invoice with a negative amount.

## What you need in Sage 300 CRE

- Sage 300 CRE Accounts Payable

## Setting it up in Sage 300 CRE

Where to find it: Accounts Payable > Tasks > Enter Invoices; Tasks > Select Invoices to Pay

1. Enter the credit as an invoice with a negative amount.
2. Open Select Invoices to Pay.
3. Turn off the vendor One Invoice per Payment setting.
4. Select the credit together with the invoices it offsets.
5. Use Partial to apply only part of the credit.

## Good to know in Sage 300 CRE

- The check net cannot be negative.
- A cash refund from a supplier is handled with a negative invoice, a positive invoice and a zero-dollar manual check.
- Credits are entered on the same invoice entry screen as normal invoices.

## How to do it in Sage 300 CRE

### How to apply a credit invoice to a vendor invoice in Sage 300 CRE

In Sage 300 CRE, enter the credit invoice for the vendor, then allocate it to the invoice it credits. Pay the balance that is left. Full guide: https://www.pulsify.tech/how-to/apply-a-supplier-credit-note-in-sage-300-cre/

## What Pulsify adds

1. Forward the credit note like any invoice. Pulsify recognises it.
2. Pulsify reads it line by line and looks for the original invoice.
3. It flags a credit note with a missing, unknown or smaller original invoice.
4. On approval the credit is created in Sage 300 CRE against the original bill.

Pulsify connects to Sage 300 CRE. We set up the connection for you.

What Pulsify does not do:

- Check the credit is applied before the next payment run, so you do not pay the full bill.

## Common questions

### How do I record a supplier credit note in Sage 300 CRE?

Enter it as an invoice with a negative amount using the job, cost code and account lines. Then select it with the invoices it offsets in Select Invoices to Pay.

### Why won't a check print when I include a credit?

The check net must be zero or more. If the credit is bigger than the invoices selected, no check prints.

### Can I use only part of a credit?

Yes. Use Partial in Select Invoices to Pay. Turn off the vendor One Invoice per Payment setting first.

### Should a credit note go through approval?

Yes. It changes what you owe. The person who agreed the return or price fix is often the right approver.

## Sources

- https://cdn.ymaws.com/www.tugweb.com/resource/resmgr/2017_Regional_Workshop/2017_Regional_Session_Materials/3-7_Error_Correction_AP_and_.pdf
- https://us-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=223924350033148&hypermediatext=null

Source: https://www.pulsify.tech/supplier-credit-notes-for-sage-300-cre/ (last checked 2026-10-19)