# Supplier credit notes for Sage Intacct

Sage Intacct has supplier credit notes built in. Pulsify reads AP adjustment documents like invoices and flags one with a missing or unknown original invoice.

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

## What Sage Intacct does on its own

AP adjustments apply credits to bills.

## What you need in Sage Intacct

- Accounts Payable subscription
- Bills: List, View, Add permission

## Setting it up in Sage Intacct

Where to find it: Accounts Payable > All > Adjustments

1. Go to Accounts Payable > All > Adjustments and add an adjustment.
2. For a supplier credit choose Type Debit Memo, which lowers what you owe.
3. Enter the lines and post it. It becomes a vendor credit.
4. On Pay bills select the bill and choose Apply credits for automatic or Line details for manual.
5. Create the payment request as normal.

## Good to know in Sage Intacct

- Intacct uses debit memo for a vendor credit and credit memo for an increase in what you owe.
- Credits show alongside bills in pay bills.
- Australian help pages call a vendor a supplier and a bill an AP purchase invoice.

## How to do it in Sage Intacct

### How to apply a vendor credit to a bill in Sage Intacct

In Sage Intacct, enter the AP adjustment for the vendor, then allocate it to the bill it credits. Pay the balance that is left. Full guide: https://www.pulsify.tech/how-to/apply-a-supplier-credit-note-in-sage-intacct/

### How to reconcile a vendor statement to your bill records in Sage Intacct

Sage Intacct does not import supplier statements. Vendor reconciliation matches your own bills to payments and credits, only for transactions created after setup. Compare its report with the statement. Full guide: https://www.pulsify.tech/how-to/reconcile-a-supplier-statement-in-sage-intacct/

## 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 Intacct against the original bill.

Pulsify connects to Sage Intacct. 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

### Which type is a supplier credit note in Sage Intacct?

A Debit Memo on an AP adjustment. It lowers what you owe. A Credit Memo does the opposite and raises what you owe. It then shows beside bills on Pay bills.

### How do I use the credit when paying?

On Pay bills select the bill and choose Apply credits to apply automatically, or Line details to pick credits by hand. Then create the payment request as normal.

### 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://www.intacct.com/ia/docs/en_US/help_action/Accounts_Payable/Adjustments/learn-about-ap-adjustments.htm

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