05. Credit notes to simPRO

How to upload credit notes to EzzyBills?

Upload a credit note to EzzyBills in the same way that you upload a bill. EzzyBills will automatically detect whether it is a bill or a credit note.

After uploading, the credit note will be processed, linked to an existing “receipt” in simPRO. The linkage is required by simPRO.

How to view a credit note by EzzyBills in simPRO?

To find the credit note that EzzyBills has created in your simPRO,

• login to EzzyBills, click the “SIMPRO” link on the document. This link will open up the credit note in simPRO if you have already logged in.
• Alternatively, login to simPRO, open the matching receipt in simPRO and then click “Credits” tab (screenshots below).

A sample credit note is shown below.

Trouble shooting

In simPRO,  make sure the conditions below are met. Otherwise, the credit note exporting to simPRO will fail with a simPRO error.

• the matching receipt needs to be already in simPRO.
•  Also, on the matching receipt, “Item Received” needs to be ticked.