Add negative-amount line items to an invoice to match a supplier's credit or refund exactly; see how line items export to Xero for the accounting-software details.
Steps
- Upload your invoice to Weel, either by emailing it in or creating an invoice manually.
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Check the extracted line items for credits, and add any Weel's AI missed by typing a minus sign followed by the amount (e.g. -50.00) in the Amount field.
- Weel's AI detects negative amounts using a minus sign, parentheses, a "Credit" column, or a "CR" suffix. If Credit Line Items isn't turned on for your business, any negative amount it finds is left off the bill rather than added as a positive figure, so check your total against the original invoice.
- Review the line items in the bill form. Credit line items show a negative amount in green, in both the Amount field and the GST field.
- Code each line item. Credit line items support the same categories, custom fields, and GST options as regular line items.
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Confirm the bill total is correct. Credit line items reduce the total automatically.
- The total must be greater than zero. An exact-zero or negative total isn't supported and returns an error, so adjust your line items before saving.
- Submit the bill for approval or schedule payment as usual.
Once submitted, credit line items export with the bill at every stage, from Awaiting Approval to Paid.
Note: Credit line items are for credits printed on the invoice itself. If your supplier has sent a separate credit note, record it instead so the credit is stored on the supplier and applied to their invoices. See How to record and apply a supplier credit note.