When returning a purchase invoice and creating a debit note and allocating it to the invoice, the following effects will appear on the dashboard:
In case the invoice is returned and a debit note is created and allocated to the invoice:
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It is reflected on the dashboard.
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Purchase invoices decrease in the invoice list.
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The amount due to the supplier on the dashboard decreases in the top 5 suppliers with outstanding amounts list.
Note about unallocated debit note:
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If a debit note is added without allocating it to the invoice, the accounting entry is created automatically upon creation and approval of the note and is reflected on the supplier account statement regardless of the allocation status. However, without allocation, it will not be reflected on the dashboard and the status of the invoices will not change. Allocation is to link the debit note to its corresponding purchase invoice so that its status changes to “paid” and does not remain pending, and to facilitate identifying the debit note linked to each invoice.
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To verify that the debit or credit note is correctly allocated to the invoice, the note status must be “used”.
