Credit Note Mapping

Audience: Admin
Type: Reference

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 6: Journal Entries and Adjustments

Purpose

Credit Note Mapping defines how credit notes are recorded into accounting accounts in SmartBooks.

This mapping ensures that reductions in income or adjustments to receivables are posted correctly in accounting records and reports.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Mapping Setup

4. Select Credit Note Mapping

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/setting/mapping-setup

What Credit Note Mapping Does

Credit Note Mapping connects:

• Credit note components

• Accounting accounts used to record credit amounts

When a credit note is issued, SmartBooks uses this mapping to determine where the credit value is recorded.

Configuring Credit Note Mapping

To configure or update credit note mapping:

1. Open Credit Note Mapping

2. Select the Credit Note Component

3. Select the Account to record the credit amount

4. Save the mapping

The mapping applies automatically to future credit notes.

Updating Credit Note Mapping

Update this mapping when:

• Credit note structure changes

• Revenue or adjustment accounts are updated

• Accounting structure is revised

Changes affect future credit notes only.

Important Notes

• Credit note mapping applies across SmartBooks

• Incorrect mapping can affect income and receivable balances

• Existing credit notes are not recalculated automatically

When to Configure This

• During initial SmartBooks setup

• Before issuing credit notes

• When credit note reports show incorrect values

Related Articles

• Credit Note Refund Mapping

• Create A Journal Entry

• Loss & Adjustment Mapping

• Chart of Accounts

End of Article