Supplier credits

A supplier creditSupplier creditA balance you have with a supplier — money they owe you, from a return order (RMA) or a manual adjustment. It can be deliberately applied to a future PO with the same supplier and currency. Read more → is a balance you have with a supplier — money they owe you. Each credit is stored with its own currency and stays available until you apply it to a future PO. This page is the canonical home for the credit ledger: how credits come into existence, how the balance works, and how to manage them.

On this page

• Where credits come from
• Currency awareness
• Balance computation
• Viewing credits
• Issuing a credit manually
• Voiding a credit
• Applying a credit
• The credit limit field
• See also

Where credits come from

Two origins, both operator-driven:

• Return order (RMA) credit — minted when you issue credit on a Return Order. This is the most common source. See Return Orders → Issuing supplier credits.
• Manual credit on the supplier — created directly from the supplier detail page (Credits tab → Add credit) when you have a credit that didn’t come from an RMA in Logistified (a goodwill credit, a credit from before you started using Logistified, a settlement, etc.).

Logistified does not auto-create credits from PO payment activity — if a supplier owes you money for any reason that isn’t an RMA, record it manually.

Currency awareness

Each credit stores its own currency. Application respects it: applying a credit to a PO in the same currency is straightforward, while applying it to a PO in a different currency requires an explicit exchange rate at the time of application (the PO-detail credit picker will prompt for one).

The supplier-level balance roll-up shown at the top of the Credits tab, however, doesn’t currently separate by currency — it sums every active credit for the supplier and labels the total with whichever currency the supplier’s first credit was minted in. If your supplier has credits in mixed currencies, trust the per-credit list (which shows each credit’s currency) rather than the headline number, and prefer keeping a supplier on a single currency where you can.

Balance computation

The available balance per supplier is:

Sum of active credits (all currencies)
− Sum of applications against those credits
= Available balance

Currency is not part of the roll-up. A credit stays “active” even after it’s been partially applied — applications are tracked separately so a credit can be split across multiple POs.

Viewing credits

Suppliers → Supplier detail → Credits tab:

• Per-credit list with mint date, source (PO or RMA), original amount, currently available amount.
• Application history per credit.
• Total available balance.

Issuing a credit manually

From the supplier detail page → Credits tab → Add credit. Fill in amount, currency, source, notes. The credit memoCredit memoThe document confirming a supplier credit. Logistified generates a credit memo number for each credit you issue. Read more → number is auto-generated.

This is one of the two real entry points (the other is the RMA flow); use it whenever the credit didn’t originate from a Return Order in Logistified.

Voiding a credit

VoidingVoidRemove a supplier credit from the available pool. Irreversible. Use it only when the credit was issued in error. Read more → removes the credit from the available pool. Voiding is irreversible. Use Edit instead if you just need to correct the amount or notes — only void when the credit was issued in error and shouldn’t exist at all.

Edit is available for credits you created manually. RMA-issued credits have a narrower edit path (you can adjust notes and a few fields, but the linked RMA constrains the rest) — to substantially change one, void it and re-issue from the RMA.

Applying a credit

Application happens from the PO detail page, not from the supplier. See Purchase Orders → Applying supplier credits.

The credit limit field

The supplier row has a “credit limit” field. It’s display-only — Logistified doesn’t enforce it against PO totals or against the available balance. Use it as a soft reminder to your team.

Caution

The balance total at the top of the Credits tab is a blended sum that ignores currency. If your supplier has multi-currency credits, read each credit’s own currency from the per-credit list rather than trusting the headline figure.

Note

Credits have no expiry date in Logistified. If your supplier-side credit expires, you have to track that externally.

See also

• Return Orders → Issuing supplier credits — minting credits from returns.
• Purchase Orders → Applying supplier credits — using a credit on a PO.
• Guides → Apply a supplier credit to a PO — worked walkthrough.

Last updated: 20 May 2026