If you've been charged for an item you haven't received, you can create a credit in several ways depending the type of supplier, each option is highlighted below:

📌 Note: If the credit status is pending finalization, this means you have not sent the credit to supplier.

Which method should I use?

Method	Use when	Supplier notified?
Create credit from parent order	You have the original PO in Procure Wizard and want the supplier to review and confirm the credit	✅ Yes
Create credit — no parent order	You do not have the original PO reference but still need the supplier to review and confirm	✅ Yes
Balance credit	The credit has already been agreed with the supplier and you only need to record it internally	❌ No — supplier is not notified
Ad hoc credit	The credit relates to items not linked to a specific order	✅ Yes

Create credit from the parent order

Locate your purchase order.
Click the Invoice tab.
Click Create Credit.
Click Continue from the pop up displaying the possible mismatches.
Review and amend the products and or quantities of the products displayed.
Click Confirm and Send to Supplier.

Create credit - no parent order

From the dashboard click Credit Notes.
Select the Mini Market and Supplier from the lists.
Enter the Original Order ID number if known.
Click Create, populate the credit request with the required products.
Click Save and Send to the Supplier.

Balance credit - request is not emailed to the supplier

Use Balance Credit when a credit has already been agreed with your supplier outside of Procure Wizard, or when you need to record a credit for reconciliation purposes. The supplier is not notified and does not need to take any action — the credit is recorded as complete immediately.

From the Dashboard click Balance Credit.
Enter the Original Order ID if known.
Select the Mini Market and Supplier from the lists.
Click Create, populate the credit request with the required products.
Click Save and Complete.

Ad hoc credit

From the Dashboard click Ad hoc Order.
Select the supplier, then select Is Credit.
Populate the screen as necessary, then click Create Credit Request.

What happens after you submit a credit?

After sending a credit request to your supplier (using Create credit from parent order, no parent order, or Ad hoc credit):

The credit is sent to the supplier and placed in their review queue.
You can monitor the status at any time in Credits/Returns.
The supplier will review and accept or reject the credit. You do not need to take any action while waiting.

Use the following to understand your credit status:

Pending finalization — You have not yet sent the credit to the supplier. Return to the credit and click Confirm and Send to Supplier or Save and Send to the Supplier to submit it.
Pending Investigation — The credit has been sent successfully and is awaiting the supplier’s review.
Rejected — The supplier has declined the credit. Check Credits/Returns for their reason. Contact your supplier directly if you wish to dispute the decision.
Confirmed (Portal Credit Note) — The credit has been processed automatically. No further action is needed from you.
Confirmed (Paper Credit Note) — You will need to manually action the credit when you receive the physical credit note from your supplier.

📌 Note: Balance Credits do not go to the supplier — they are recorded as complete immediately. No further action is required from either party.

Create a credit