After verifying price compliance, Koncile allows you to generate credit note requests to recover overcharged amounts.

💡 What is a credit note request on Koncile?

It is an Excel document to be sent to your suppliers, listing the price discrepancies between your agreed pricing terms or purchase orders and the corresponding invoices

The “Type” column indicates whether the match was made by “Product Code” or, if no code match was found, by “Similar Description” with a product listed in your pricing terms.

‍

Generating a credit note request is done directly on the platform:

1. Go to the relevant supplier’s page;
2. Select the invoices for which you want to request a credit note from your supplier;
3. Click on “Download”;
4. Select “Credit Note Requests”;
5. Click “Generate”!

Your credit note request will be available as an Excel file in your downloads:

1. Go to the “Downloads” tab in the dropdown menu on the left side of the screen;
2. Go to the “Credit Note Requests” tab;
3. Your data can be downloaded once the status shows “Done.”

Note: To generate credit note requests, you must first upload price lists for the suppliers and run the price compliance analysis. To learn how to upload supplier price lists, click here!

‍