Credit Notes and Returns Created by NHS SBS

A credit note reduces the value of a return that has already been approved. When a credit note is applied, it reduces both the invoice value and the NCIS fee for that return. There are two types of credit note:

• Full credit: the full value of the original return is credited.

• Partial credit: only part of the original return is credited, for example specific invoice lines.

Only one credit note can be issued against each return.

Credit notes only become visible to you once they have been approved by NHS SBS. Users in your organisation will receive an email at that point showing the total credited value and the NCIS fee credited.

1. From your dashboard, scroll to the Tasks table.

2. Select the Credit notes tab.
   
   

Each row includes:

• Credit note ID: a unique reference for the credit note

• Framework Agreement: the framework the credit note relates to

• Credit type: Full or Partial

• Return month: the month of the return being credited

• Credit value: the amount credited, with the NCIS fee credited shown beneath

• Issued on: the date the credit note was issued

You can search, filter by status and type, and sort the table. To see the full details of a credit note, click View Details. This shows the original invoice value, the value of the credit note, and the value after the credit has been applied.

If a return needs to be replaced, for example after a full credit, NHS SBS may submit a new return on your behalf. You'll receive an email once it has been approved, and it will then appear in your Completed tasks tab alongside the returns you've submitted yourself.

If you have any questions about a credit note or a return submitted on your behalf, please contact NHS SBS directly.