The Procore Financials Toolbox by Smoothlink
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Pro-Scan+ Credit Notes

In Pro-Scan+ there is a feature available for credit notes. To enable this, go to Scan Plus -> Settings -> Features and enable the Credit Notes toggle

Turning this on will add the toggle for credit notes to scanned invoices, as follows:

This toggle will change the values in the scanned invoice to be a credit note, the positive values will then appear as a negative in the invoice, as shown in the following screenshots

There is also a filter in the Pro-Scan+ dashboard to filter for credit notes

Previous Prokit Plus – Automatic letter, tax invoice & more
Next Pro-Scan+ – Enable Advanced Line Item Extraction
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