Reconciling credit notes in Nory

Nory allows you to keep track of what you’re owed by suppliers – whether it’s items you’ve ordered and didn’t receive or a sudden price change, we have you covered.

If you find a quantity or price discrepancy between the delivery and the invoice, Nory will automatically create a credit note for you.

This can happen at the point of delivery, but also when you’re looking over your invoices at a later stage.

Each discrepancy creates a separate credit note, which means discrepancies for a single item can be shown as 2 credit notes: 1 price note and 1 quantity note.

You can see all your credit notes in the Credit notes list in Nory. You can also filter those credit notes by Location, Supplier and Type to see, for example, credit notes:

Take a look now - just click the button below to view your credit notes list:

In the Credit Note section, you can mark multiple credit notes as received at once by selecting them with the checkboxes on the left and clicking “Receive.”

You’ll see the received credit notes marked with a check mark – that means you’re done!

You can also action credit notes straight from the invoice. Simply check the ones you’ve received and click the “Receive” button.

Mark as not received

If you mistakenly marked a credit note as received, you can always undo this! Simply select that credit note, and click “Undo receive” button on the credit notes list or the individual invoice.

For suppliers whose price changes you auto-accept, price credit notes are not created.

For suppliers whose price changes you review, accepting a price change for an item immediately removes the associated credit note.

Once you’ve marked a credit note as received, you can’t edit the invoice that the credit note came from. But that’s easy to change: simply mark the received credit note as not received, edit the invoice, then receive the credit note again – and you’re done!

That’s it, you’re now ready to reconcile your credit notes! Go ahead and try it now: