[{"data":1,"prerenderedAt":1001},["ShallowReactive",2],{"help-navigation":3,"help:\u002Fhelp\u002Fbills\u002Fbill-credit-notes":734,"help-surround:\u002Fhelp\u002Fbills\u002Fbill-credit-notes":998},[4],{"title":5,"path":6,"stem":7,"children":8,"page":733},"Help","\u002Fhelp","help",[9,55,84,113,142,171,222,240,263,299,329,368,429,499,529,588,617,663,692],{"title":10,"path":11,"stem":12,"children":13,"icon":53,"summary":54,"section":18},"Getting started","\u002Fhelp\u002Fgetting-started","help\u002F01.getting-started\u002Findex",[14,21,26,32,37,42,48],{"title":15,"path":16,"stem":17,"icon":18,"summary":19,"section":20,"children":-1},"What is Kontala?","\u002Fhelp\u002Fgetting-started\u002Fwhat-is-kontala","help\u002F01.getting-started\u002F01.what-is-kontala",null,"An overview of what Kontala does and who it is for","The basics",{"title":22,"path":23,"stem":24,"icon":18,"summary":25,"section":20,"children":-1},"A quick tour of Kontala","\u002Fhelp\u002Fgetting-started\u002Fa-tour-of-kontala","help\u002F01.getting-started\u002F02.a-tour-of-kontala","Find your way around the app in two minutes",{"title":27,"path":28,"stem":29,"icon":18,"summary":30,"section":31,"children":-1},"Create your Kontala account","\u002Fhelp\u002Fgetting-started\u002Fcreate-your-account","help\u002F01.getting-started\u002F03.create-your-account","Sign up, verify your email, and set your password","Your account",{"title":33,"path":34,"stem":35,"icon":18,"summary":36,"section":31,"children":-1},"Signing in to Kontala","\u002Fhelp\u002Fgetting-started\u002Fsigning-in","help\u002F01.getting-started\u002F04.signing-in","Email and password, Google sign-in, and password resets",{"title":38,"path":39,"stem":40,"icon":18,"summary":41,"section":31,"children":-1},"Your first time in Kontala","\u002Fhelp\u002Fgetting-started\u002Fwhat-happens-after-signup","help\u002F01.getting-started\u002F05.what-happens-after-signup","Where you land and what to do first",{"title":43,"path":44,"stem":45,"icon":18,"summary":46,"section":47,"children":-1},"Set-up checklist for a new company","\u002Fhelp\u002Fgetting-started\u002Fset-up-checklist","help\u002F01.getting-started\u002F06.set-up-checklist","From a fresh company to ready for bookkeeping, in order","Setting up your company",{"title":49,"path":50,"stem":51,"icon":18,"summary":52,"section":47,"children":-1},"Moving to Kontala from another system","\u002Fhelp\u002Fgetting-started\u002Fmoving-to-kontala","help\u002F01.getting-started\u002F07.moving-to-kontala","Switch from another system in a sensible order","i-lucide-rocket","What Kontala is, your account, and setting up your company",{"title":56,"path":57,"stem":58,"children":59,"icon":82,"summary":83,"section":18},"Tala, your AI assistant","\u002Fhelp\u002Ftala","help\u002F02.tala\u002Findex",[60,66,71,77],{"title":61,"path":62,"stem":63,"icon":18,"summary":64,"section":65,"children":-1},"What Tala can do","\u002Fhelp\u002Ftala\u002Fwhat-tala-can-do","help\u002F02.tala\u002F01.what-tala-can-do","The questions Tala can answer and the actions it can propose","Meet Tala",{"title":67,"path":68,"stem":69,"icon":18,"summary":70,"section":65,"children":-1},"What Tala can see","\u002Fhelp\u002Ftala\u002Fwhat-tala-can-see","help\u002F02.tala\u002F02.what-tala-can-see","Your organisation only, at your permission level",{"title":72,"path":73,"stem":74,"icon":18,"summary":75,"section":76,"children":-1},"Asking Tala questions","\u002Fhelp\u002Ftala\u002Fasking-tala-questions","help\u002F02.tala\u002F03.asking-tala-questions","Phrasing tips and example questions to try","Working with Tala",{"title":78,"path":79,"stem":80,"icon":18,"summary":81,"section":76,"children":-1},"Tala's action proposals","\u002Fhelp\u002Ftala\u002Ftala-action-proposals","help\u002F02.tala\u002F04.tala-action-proposals","Review and confirm the changes Tala drafts","i-lucide-sparkles","Ask about your books and confirm the changes Tala drafts",{"title":85,"path":86,"stem":87,"children":88,"icon":111,"summary":112,"section":18},"Contacts","\u002Fhelp\u002Fcontacts","help\u002F03.contacts\u002Findex",[89,95,100,106],{"title":90,"path":91,"stem":92,"icon":18,"summary":93,"section":94,"children":-1},"Create and edit contacts","\u002Fhelp\u002Fcontacts\u002Fcreate-and-edit-contacts","help\u002F03.contacts\u002F01.create-and-edit-contacts","Add customers and suppliers and keep their details up to date","Managing contacts",{"title":96,"path":97,"stem":98,"icon":18,"summary":99,"section":94,"children":-1},"Contact groups","\u002Fhelp\u002Fcontacts\u002Fcontact-groups","help\u002F03.contacts\u002F02.contact-groups","Organise contacts into groups and filter the list by them",{"title":101,"path":102,"stem":103,"icon":18,"summary":104,"section":105,"children":-1},"Contact activity and attachments","\u002Fhelp\u002Fcontacts\u002Fcontact-activity-and-attachments","help\u002F03.contacts\u002F03.contact-activity-and-attachments","One feed of a contact's documents, plus attached files","Statements and activity",{"title":107,"path":108,"stem":109,"icon":18,"summary":110,"section":105,"children":-1},"Send a statement of account","\u002Fhelp\u002Fcontacts\u002Fsend-a-statement-of-account","help\u002F03.contacts\u002F04.send-a-statement-of-account","View, download, or email a contact's statement","i-lucide-users","Customers, suppliers, groups, and statements",{"title":114,"path":115,"stem":116,"children":117,"icon":140,"summary":141,"section":18},"Products and services","\u002Fhelp\u002Fproducts-and-services","help\u002F04.products-and-services\u002Findex",[118,124,129,135],{"title":119,"path":120,"stem":121,"icon":18,"summary":122,"section":123,"children":-1},"Create items","\u002Fhelp\u002Fproducts-and-services\u002Fcreate-items","help\u002F04.products-and-services\u002F01.create-items","Add catalogue items with sale and purchase defaults","Your price list",{"title":125,"path":126,"stem":127,"icon":18,"summary":128,"section":123,"children":-1},"Use items on documents","\u002Fhelp\u002Fproducts-and-services\u002Fuse-items-on-documents","help\u002F04.products-and-services\u002F02.use-items-on-documents","Pick items on document lines and override them per line",{"title":130,"path":131,"stem":132,"icon":18,"summary":133,"section":134,"children":-1},"Tracked inventory","\u002Fhelp\u002Fproducts-and-services\u002Ftracked-inventory","help\u002F04.products-and-services\u002F03.tracked-inventory","Turn on stock tracking and see what changes","Stock",{"title":136,"path":137,"stem":138,"icon":18,"summary":139,"section":134,"children":-1},"Stock movements","\u002Fhelp\u002Fproducts-and-services\u002Fstock-movements","help\u002F04.products-and-services\u002F04.stock-movements","Bills add stock, invoices consume it, credit notes return it","i-lucide-package","Your item catalogue, price defaults, and stock tracking",{"title":143,"path":144,"stem":145,"children":146,"icon":169,"summary":170,"section":18},"Estimates","\u002Fhelp\u002Festimates","help\u002F05.estimates\u002Findex",[147,153,158,163],{"title":148,"path":149,"stem":150,"icon":18,"summary":151,"section":152,"children":-1},"Create an estimate","\u002Fhelp\u002Festimates\u002Fcreate-an-estimate","help\u002F05.estimates\u002F01.create-an-estimate","Price a job as an estimate, quote, or proposal","Creating and sending",{"title":154,"path":155,"stem":156,"icon":18,"summary":157,"section":152,"children":-1},"Send an estimate","\u002Fhelp\u002Festimates\u002Fsend-an-estimate","help\u002F05.estimates\u002F02.send-an-estimate","Download the PDF or email it to your customer",{"title":159,"path":160,"stem":161,"icon":18,"summary":162,"section":152,"children":-1},"Manage your estimates","\u002Fhelp\u002Festimates\u002Fmanage-your-estimates","help\u002F05.estimates\u002F03.manage-your-estimates","Statuses, editing, approving, and deleting",{"title":164,"path":165,"stem":166,"icon":18,"summary":167,"section":168,"children":-1},"Convert an estimate to an invoice","\u002Fhelp\u002Festimates\u002Fconvert-an-estimate-to-an-invoice","help\u002F05.estimates\u002F04.convert-an-estimate-to-an-invoice","Turn an accepted estimate into a draft invoice","Winning the work","i-lucide-file-signature","Quote for work and turn wins into invoices",{"title":172,"path":173,"stem":174,"children":175,"icon":220,"summary":221,"section":18},"Invoicing","\u002Fhelp\u002Finvoicing","help\u002F06.invoicing\u002Findex",[176,182,187,192,197,203,209,214],{"title":177,"path":178,"stem":179,"icon":18,"summary":180,"section":181,"children":-1},"Create an invoice","\u002Fhelp\u002Finvoicing\u002Fcreate-an-invoice","help\u002F06.invoicing\u002F01.create-an-invoice","Create an invoice, add line items, and issue it","Creating invoices",{"title":183,"path":184,"stem":185,"icon":18,"summary":186,"section":181,"children":-1},"Edit or delete an invoice","\u002Fhelp\u002Finvoicing\u002Fedit-or-delete-an-invoice","help\u002F06.invoicing\u002F02.edit-or-delete-an-invoice","Change, reopen, or delete an invoice",{"title":188,"path":189,"stem":190,"icon":18,"summary":157,"section":191,"children":-1},"Send an invoice","\u002Fhelp\u002Finvoicing\u002Fsend-an-invoice","help\u002F06.invoicing\u002F03.send-an-invoice","Sending invoices",{"title":193,"path":194,"stem":195,"icon":18,"summary":196,"section":191,"children":-1},"Invoice statuses","\u002Fhelp\u002Finvoicing\u002Finvoice-statuses","help\u002F06.invoicing\u002F04.invoice-statuses","What Draft, Open, Overdue, Paid, and the other statuses mean",{"title":198,"path":199,"stem":200,"icon":18,"summary":201,"section":202,"children":-1},"Record an invoice payment","\u002Fhelp\u002Finvoicing\u002Frecord-an-invoice-payment","help\u002F06.invoicing\u002F05.record-an-invoice-payment","Match a bank payment to an invoice","Getting paid",{"title":204,"path":205,"stem":206,"icon":18,"summary":207,"section":208,"children":-1},"Create a credit note","\u002Fhelp\u002Finvoicing\u002Fcreate-a-credit-note","help\u002F06.invoicing\u002F06.create-a-credit-note","Raise a credit note and send it to your customer","Credit notes",{"title":210,"path":211,"stem":212,"icon":18,"summary":213,"section":208,"children":-1},"Apply or refund a credit note","\u002Fhelp\u002Finvoicing\u002Fapply-or-refund-a-credit-note","help\u002F06.invoicing\u002F07.apply-or-refund-a-credit-note","Set a credit note against an invoice or refund it in cash",{"title":215,"path":216,"stem":217,"icon":18,"summary":218,"section":219,"children":-1},"Invoice in a foreign currency","\u002Fhelp\u002Finvoicing\u002Finvoice-in-a-foreign-currency","help\u002F06.invoicing\u002F08.invoice-in-a-foreign-currency","Invoice in another currency and track the exchange difference","Foreign currencies","i-lucide-receipt","Create, send, and get paid for your invoices",{"title":223,"path":224,"stem":225,"children":226,"icon":238,"summary":239,"section":18},"Projects","\u002Fhelp\u002Fprojects","help\u002F07.projects\u002Findex",[227,233],{"title":228,"path":229,"stem":230,"icon":18,"summary":231,"section":232,"children":-1},"Create a project","\u002Fhelp\u002Fprojects\u002Fcreate-a-project","help\u002F07.projects\u002F01.create-a-project","Set up a project linked to a contact","Using projects",{"title":234,"path":235,"stem":236,"icon":18,"summary":237,"section":232,"children":-1},"Track income and costs by project","\u002Fhelp\u002Fprojects\u002Ftrack-income-and-costs-by-project","help\u002F07.projects\u002F02.track-income-and-costs-by-project","Link orders, bills, and expenses to a project","i-lucide-briefcase","Group a job's paperwork under one label",{"title":241,"path":242,"stem":243,"children":244,"icon":261,"summary":262,"section":18},"Purchase orders","\u002Fhelp\u002Fpurchase-orders","help\u002F08.purchase-orders\u002Findex",[245,250,255],{"title":246,"path":247,"stem":248,"icon":18,"summary":249,"section":152,"children":-1},"Create a purchase order","\u002Fhelp\u002Fpurchase-orders\u002Fcreate-a-purchase-order","help\u002F08.purchase-orders\u002F01.create-a-purchase-order","Raise an order, add lines, and approve it",{"title":251,"path":252,"stem":253,"icon":18,"summary":254,"section":152,"children":-1},"Send a purchase order","\u002Fhelp\u002Fpurchase-orders\u002Fsend-a-purchase-order","help\u002F08.purchase-orders\u002F02.send-a-purchase-order","Download the PDF or email it to your supplier",{"title":256,"path":257,"stem":258,"icon":18,"summary":259,"section":260,"children":-1},"Convert a purchase order to a bill","\u002Fhelp\u002Fpurchase-orders\u002Fconvert-a-purchase-order-to-a-bill","help\u002F08.purchase-orders\u002F03.convert-a-purchase-order-to-a-bill","Bill an order in full or line by line","From order to bill","i-lucide-clipboard-list","Commit to buy, then bill it when invoiced",{"title":264,"path":265,"stem":266,"children":267,"icon":297,"summary":298,"section":18},"Expenses","\u002Fhelp\u002Fexpenses","help\u002F09.expenses\u002Findex",[268,274,280,285,291],{"title":269,"path":270,"stem":271,"icon":18,"summary":272,"section":273,"children":-1},"Create an expense claim","\u002Fhelp\u002Fexpenses\u002Fcreate-an-expense-claim","help\u002F09.expenses\u002F01.create-an-expense-claim","Record an out-of-pocket expense and attach the receipt","Recording expenses",{"title":275,"path":276,"stem":277,"icon":18,"summary":278,"section":279,"children":-1},"Smart upload receipts","\u002Fhelp\u002Fexpenses\u002Fsmart-upload-receipts","help\u002F09.expenses\u002F02.smart-upload-receipts","Have Kontala read a receipt and fill in the expense","Smart Upload and email-in",{"title":281,"path":282,"stem":283,"icon":18,"summary":284,"section":279,"children":-1},"Email receipts to your expenses","\u002Fhelp\u002Fexpenses\u002Femail-receipts-to-your-expenses","help\u002F09.expenses\u002F03.email-receipts-to-your-expenses","Forward receipts to your personal address to create drafts",{"title":286,"path":287,"stem":288,"icon":18,"summary":289,"section":290,"children":-1},"Submit and approve expenses","\u002Fhelp\u002Fexpenses\u002Fsubmit-and-approve-expenses","help\u002F09.expenses\u002F04.submit-and-approve-expenses","The draft, submitted, approved workflow and who can approve","Approvals",{"title":292,"path":293,"stem":294,"icon":18,"summary":295,"section":296,"children":-1},"Mileage claims","\u002Fhelp\u002Fexpenses\u002Fmileage-claims","help\u002F09.expenses\u002F05.mileage-claims","Claim business miles at HMRC's approved rates","Mileage","i-lucide-wallet","Expense claims, receipt capture, approvals, and mileage",{"title":300,"path":301,"stem":302,"children":303,"icon":327,"summary":328,"section":18},"Bills","\u002Fhelp\u002Fbills","help\u002F10.bills\u002Findex",[304,310,315,321],{"title":305,"path":306,"stem":307,"icon":18,"summary":308,"section":309,"children":-1},"Create a bill","\u002Fhelp\u002Fbills\u002Fcreate-a-bill","help\u002F10.bills\u002F01.create-a-bill","Record a supplier bill with line items and attachments","Recording bills",{"title":311,"path":312,"stem":313,"icon":18,"summary":314,"section":309,"children":-1},"Bills that buy stock","\u002Fhelp\u002Fbills\u002Fbills-that-buy-stock","help\u002F10.bills\u002F02.bills-that-buy-stock","Point a bill line at a stock item to increase inventory",{"title":316,"path":317,"stem":318,"icon":18,"summary":319,"section":320,"children":-1},"Record a bill payment","\u002Fhelp\u002Fbills\u002Frecord-a-bill-payment","help\u002F10.bills\u002F03.record-a-bill-payment","Explain the bank line that paid the bill","Paying bills",{"title":322,"path":323,"stem":324,"icon":18,"summary":325,"section":326,"children":-1},"Bill credit notes","\u002Fhelp\u002Fbills\u002Fbill-credit-notes","help\u002F10.bills\u002F04.bill-credit-notes","Record supplier credit and set it against a bill","Supplier credit notes","i-lucide-receipt-text","Record supplier bills and pay them from your bank",{"title":330,"path":331,"stem":332,"children":333,"icon":366,"summary":367,"section":18},"Payroll","\u002Fhelp\u002Fpayroll","help\u002F11.payroll\u002Findex",[334,340,345,350,355,361],{"title":335,"path":336,"stem":337,"icon":18,"summary":338,"section":339,"children":-1},"Set up payroll","\u002Fhelp\u002Fpayroll\u002Fset-up-payroll","help\u002F11.payroll\u002F01.set-up-payroll","What you need before your first pay run","Running payroll",{"title":341,"path":342,"stem":343,"icon":18,"summary":344,"section":339,"children":-1},"Prepare a pay run","\u002Fhelp\u002Fpayroll\u002Fprepare-a-pay-run","help\u002F11.payroll\u002F02.prepare-a-pay-run","Start a month's payroll and review the payslips",{"title":346,"path":347,"stem":348,"icon":18,"summary":349,"section":339,"children":-1},"Complete or edit a pay run","\u002Fhelp\u002Fpayroll\u002Fcomplete-or-edit-a-pay-run","help\u002F11.payroll\u002F03.complete-or-edit-a-pay-run","Edit draft payslips and finalise the month",{"title":351,"path":352,"stem":353,"icon":18,"summary":354,"section":351,"children":-1},"Payslips","\u002Fhelp\u002Fpayroll\u002Fpayslips","help\u002F11.payroll\u002F04.payslips","What a payslip shows and how to view one",{"title":356,"path":357,"stem":358,"icon":18,"summary":359,"section":360,"children":-1},"Send RTI to HMRC","\u002Fhelp\u002Fpayroll\u002Fsend-rti-to-hmrc","help\u002F11.payroll\u002F05.send-rti-to-hmrc","File each month's Full Payment Submission","RTI and HMRC",{"title":362,"path":363,"stem":364,"icon":18,"summary":365,"section":360,"children":-1},"EPS and Employment Allowance","\u002Fhelp\u002Fpayroll\u002Feps-and-employment-allowance","help\u002F11.payroll\u002F06.eps-and-employment-allowance","Claim the Employment Allowance through an EPS","i-lucide-hand-coins","Pay runs, payslips, and RTI filing to HMRC",{"title":369,"path":370,"stem":371,"children":372,"icon":427,"summary":428,"section":18},"Banking","\u002Fhelp\u002Fbanking","help\u002F12.banking\u002Findex",[373,379,385,390,395,400,406,411,416,422],{"title":374,"path":375,"stem":376,"icon":18,"summary":377,"section":378,"children":-1},"Add a bank account","\u002Fhelp\u002Fbanking\u002Fadd-a-bank-account","help\u002F12.banking\u002F01.add-a-bank-account","Create an account with an opening balance and currency","Bank accounts",{"title":380,"path":381,"stem":382,"icon":18,"summary":383,"section":384,"children":-1},"Bank feeds and Open Banking","\u002Fhelp\u002Fbanking\u002Fbank-feeds-and-kontala","help\u002F12.banking\u002F02.bank-feeds-and-kontala","Feeds are coming - imports keep you current until then","Getting transactions in",{"title":386,"path":387,"stem":388,"icon":18,"summary":389,"section":384,"children":-1},"Import a bank statement","\u002Fhelp\u002Fbanking\u002Fimport-a-bank-statement","help\u002F12.banking\u002F03.import-a-bank-statement","Upload a CSV or OFX export and confirm the mapping",{"title":391,"path":392,"stem":393,"icon":18,"summary":394,"section":384,"children":-1},"Statement import formats","\u002Fhelp\u002Fbanking\u002Fstatement-import-formats","help\u002F12.banking\u002F04.statement-import-formats","Supported file types, columns, dates and amounts",{"title":396,"path":397,"stem":398,"icon":18,"summary":399,"section":384,"children":-1},"Add a transaction manually","\u002Fhelp\u002Fbanking\u002Fadd-a-transaction-manually","help\u002F12.banking\u002F05.add-a-transaction-manually","Enter a single transaction by hand",{"title":401,"path":402,"stem":403,"icon":18,"summary":404,"section":405,"children":-1},"Explain a transaction","\u002Fhelp\u002Fbanking\u002Fexplain-a-transaction","help\u002F12.banking\u002F06.explain-a-transaction","Choose a type and category, or link an invoice or bill","Explaining transactions",{"title":407,"path":408,"stem":409,"icon":18,"summary":410,"section":405,"children":-1},"Partial explanations","\u002Fhelp\u002Fbanking\u002Fpartial-explanations","help\u002F12.banking\u002F07.partial-explanations","Split one transaction across several explanations",{"title":412,"path":413,"stem":414,"icon":18,"summary":415,"section":405,"children":-1},"Correct an explained transaction","\u002Fhelp\u002Fbanking\u002Fcorrect-an-explained-transaction","help\u002F12.banking\u002F08.correct-an-explained-transaction","Edit or remove an explanation you got wrong",{"title":417,"path":418,"stem":419,"icon":18,"summary":420,"section":421,"children":-1},"Record a transfer between accounts","\u002Fhelp\u002Fbanking\u002Frecord-a-transfer-between-accounts","help\u002F12.banking\u002F09.record-a-transfer-between-accounts","Explain money moved between your own accounts","Transfers and assets",{"title":423,"path":424,"stem":425,"icon":18,"summary":426,"section":421,"children":-1},"Explain asset purchases and disposals","\u002Fhelp\u002Fbanking\u002Fexplain-asset-purchases-and-disposals","help\u002F12.banking\u002F10.explain-asset-purchases-and-disposals","Record buying and selling capital assets from the bank","i-lucide-landmark","Bank accounts, statement imports, and explaining transactions",{"title":430,"path":431,"stem":432,"children":433,"icon":497,"summary":498,"section":18},"VAT and Making Tax Digital","\u002Fhelp\u002Fvat","help\u002F13.vat\u002Findex",[434,440,445,451,456,461,466,472,477,482,487,492],{"title":435,"path":436,"stem":437,"icon":18,"summary":438,"section":439,"children":-1},"Set up your VAT registration","\u002Fhelp\u002Fvat\u002Fset-up-vat-registration","help\u002F13.vat\u002F01.set-up-vat-registration","Enter your registration details and generate your periods","Getting set up",{"title":441,"path":442,"stem":443,"icon":18,"summary":444,"section":439,"children":-1},"Connect Kontala to HMRC","\u002Fhelp\u002Fvat\u002Fconnect-kontala-to-hmrc","help\u002F13.vat\u002F02.connect-kontala-to-hmrc","Authorise Kontala to file MTD VAT returns for you",{"title":446,"path":447,"stem":448,"icon":18,"summary":449,"section":450,"children":-1},"How your VAT return is calculated","\u002Fhelp\u002Fvat\u002Fhow-your-vat-return-is-calculated","help\u002F13.vat\u002F03.how-your-vat-return-is-calculated","From your records to the boxes on your return","Your VAT returns",{"title":452,"path":453,"stem":454,"icon":18,"summary":455,"section":450,"children":-1},"VAT boxes explained","\u002Fhelp\u002Fvat\u002Fvat-boxes-explained","help\u002F13.vat\u002F04.vat-boxes-explained","All nine boxes on your return, in plain English",{"title":457,"path":458,"stem":459,"icon":18,"summary":460,"section":450,"children":-1},"VAT periods and due dates","\u002Fhelp\u002Fvat\u002Fvat-periods-and-due-dates","help\u002F13.vat\u002F05.vat-periods-and-due-dates","Your generated periods, statuses, and filing deadlines",{"title":462,"path":463,"stem":464,"icon":18,"summary":465,"section":450,"children":-1},"Review your VAT return","\u002Fhelp\u002Fvat\u002Freview-your-vat-return","help\u002F13.vat\u002F06.review-your-vat-return","Check the boxes and drill into the figures behind them",{"title":467,"path":468,"stem":469,"icon":18,"summary":470,"section":471,"children":-1},"Submit a VAT return","\u002Fhelp\u002Fvat\u002Fsubmit-a-vat-return","help\u002F13.vat\u002F07.submit-a-vat-return","File your return to HMRC under Making Tax Digital","Filing to HMRC",{"title":473,"path":474,"stem":475,"icon":18,"summary":476,"section":471,"children":-1},"After you file","\u002Fhelp\u002Fvat\u002Fafter-you-file","help\u002F13.vat\u002F08.after-you-file","The locked period, your filed returns, and paying HMRC",{"title":478,"path":479,"stem":480,"icon":18,"summary":481,"section":471,"children":-1},"Mark a return as filed","\u002Fhelp\u002Fvat\u002Fmark-a-return-as-filed","help\u002F13.vat\u002F09.mark-a-return-as-filed","Record a return filed outside Kontala and lock the period",{"title":483,"path":484,"stem":485,"icon":18,"summary":486,"section":471,"children":-1},"Fix a rejected VAT submission","\u002Fhelp\u002Fvat\u002Ffix-a-rejected-vat-submission","help\u002F13.vat\u002F10.fix-a-rejected-vat-submission","What rejection messages mean and how to fix them",{"title":488,"path":489,"stem":490,"icon":18,"summary":491,"section":488,"children":-1},"The VAT Dashboard","\u002Fhelp\u002Fvat\u002Fthe-vat-dashboard","help\u002F13.vat\u002F11.the-vat-dashboard","Your HMRC VAT account, synced live into Kontala",{"title":493,"path":494,"stem":495,"icon":18,"summary":496,"section":488,"children":-1},"VAT penalties and points","\u002Fhelp\u002Fvat\u002Fvat-penalties-and-points","help\u002F13.vat\u002F12.vat-penalties-and-points","Late submission points and penalties, as HMRC reports them","i-lucide-percent","Your VAT registration, returns, and filing to HMRC",{"title":500,"path":501,"stem":502,"children":503,"icon":527,"summary":528,"section":18},"End of Year","\u002Fhelp\u002Fend-of-year","help\u002F14.end-of-year\u002Findex",[504,510,515,521],{"title":505,"path":506,"stem":507,"icon":18,"summary":508,"section":509,"children":-1},"The end of year process","\u002Fhelp\u002Fend-of-year\u002Fthe-end-of-year-process","help\u002F14.end-of-year\u002F01.the-end-of-year-process","Your accounting year, its deadlines, and what happens next","The year-end process",{"title":511,"path":512,"stem":513,"icon":18,"summary":514,"section":509,"children":-1},"Final accounts and notes","\u002Fhelp\u002Fend-of-year\u002Ffinal-accounts-and-notes","help\u002F14.end-of-year\u002F02.final-accounts-and-notes","Your statutory accounts, and the notes that go with them",{"title":516,"path":517,"stem":518,"icon":18,"summary":519,"section":520,"children":-1},"Corporation Tax and the CT600","\u002Fhelp\u002Fend-of-year\u002Fcorporation-tax-ct600","help\u002F14.end-of-year\u002F03.corporation-tax-ct600","From accounting profit to taxable profit, and your CT600","Corporation Tax",{"title":522,"path":523,"stem":524,"icon":18,"summary":525,"section":526,"children":-1},"Review, approve and file","\u002Fhelp\u002Fend-of-year\u002Freview-approve-and-file","help\u002F14.end-of-year\u002F04.review-approve-and-file","Clear the checks, sign the accounts, record your filings","Approve and file","i-lucide-calendar-check","Approve your year end accounts and prepare Corporation Tax",{"title":530,"path":531,"stem":532,"children":533,"icon":586,"summary":587,"section":18},"Reports and dashboards","\u002Fhelp\u002Freports","help\u002F15.reports\u002Findex",[534,539,545,550,555,560,566,571,576,581],{"title":535,"path":536,"stem":537,"icon":18,"summary":538,"section":535,"children":-1},"The Overview dashboard","\u002Fhelp\u002Freports\u002Fthe-overview-dashboard","help\u002F15.reports\u002F01.the-overview-dashboard","Cashflow, invoices, and bank balance at a glance",{"title":540,"path":541,"stem":542,"icon":18,"summary":543,"section":544,"children":-1},"Profit and loss","\u002Fhelp\u002Freports\u002Fprofit-and-loss","help\u002F15.reports\u002F02.profit-and-loss","Your income, costs, and profit for any period","Financial reports",{"title":546,"path":547,"stem":548,"icon":18,"summary":549,"section":544,"children":-1},"Balance sheet","\u002Fhelp\u002Freports\u002Fbalance-sheet","help\u002F15.reports\u002F03.balance-sheet","What the business owns and owes, as at a date",{"title":551,"path":552,"stem":553,"icon":18,"summary":554,"section":544,"children":-1},"Trial balance","\u002Fhelp\u002Freports\u002Ftrial-balance","help\u002F15.reports\u002F04.trial-balance","Every account balance, with drill-down to transactions",{"title":556,"path":557,"stem":558,"icon":18,"summary":559,"section":544,"children":-1},"Final accounts","\u002Fhelp\u002Freports\u002Ffinal-accounts","help\u002F15.reports\u002F05.final-accounts","Statutory-style accounts, exportable as a PDF",{"title":561,"path":562,"stem":563,"icon":18,"summary":564,"section":565,"children":-1},"Account transactions","\u002Fhelp\u002Freports\u002Faccount-transactions","help\u002F15.reports\u002F06.account-transactions","Every entry in one account, traced to its source","Digging into the numbers",{"title":567,"path":568,"stem":569,"icon":18,"summary":570,"section":565,"children":-1},"Foreign currency and FX","\u002Fhelp\u002Freports\u002Fforeign-currency-and-fx","help\u002F15.reports\u002F07.foreign-currency-and-fx","How currency conversion and FX gains show in reports",{"title":572,"path":573,"stem":574,"icon":18,"summary":575,"section":565,"children":-1},"Aged debtors and creditors","\u002Fhelp\u002Freports\u002Faged-debtors-and-creditors","help\u002F15.reports\u002F08.aged-debtors-and-creditors","Who owes you, who you owe, and how late it is",{"title":577,"path":578,"stem":579,"icon":18,"summary":580,"section":565,"children":-1},"Audit trail","\u002Fhelp\u002Freports\u002Faudit-trail","help\u002F15.reports\u002F09.audit-trail","Who changed what, when, across your whole organisation",{"title":582,"path":583,"stem":584,"icon":18,"summary":585,"section":565,"children":-1},"Salary report","\u002Fhelp\u002Freports\u002Fsalary-report","help\u002F15.reports\u002F10.salary-report","What a payslip owed, what the bank paid, what is left","i-lucide-chart-bar","Dashboards and financial reports, from headline to ledger line",{"title":589,"path":590,"stem":591,"children":592,"icon":615,"summary":616,"section":18},"Capital assets","\u002Fhelp\u002Fcapital-assets","help\u002F16.capital-assets\u002Findex",[593,599,604,610],{"title":594,"path":595,"stem":596,"icon":18,"summary":597,"section":598,"children":-1},"What are capital assets?","\u002Fhelp\u002Fcapital-assets\u002Fwhat-are-capital-assets","help\u002F16.capital-assets\u002F01.what-are-capital-assets","The asset register and how assets get onto it","Buying and tracking assets",{"title":600,"path":601,"stem":602,"icon":18,"summary":603,"section":598,"children":-1},"Buy a capital asset","\u002Fhelp\u002Fcapital-assets\u002Fbuy-a-capital-asset","help\u002F16.capital-assets\u002F02.buy-a-capital-asset","Record an asset purchase via a bill, expense, or bank",{"title":605,"path":606,"stem":607,"icon":18,"summary":608,"section":609,"children":-1},"Depreciation","\u002Fhelp\u002Fcapital-assets\u002Fdepreciation","help\u002F16.capital-assets\u002F03.depreciation","Automatic monthly depreciation, explained","Depreciation and disposal",{"title":611,"path":612,"stem":613,"icon":18,"summary":614,"section":609,"children":-1},"Dispose of a capital asset","\u002Fhelp\u002Fcapital-assets\u002Fdispose-of-a-capital-asset","help\u002F16.capital-assets\u002F04.dispose-of-a-capital-asset","Record a sale and the gain or loss it creates","i-lucide-monitor","Equipment you own, depreciated and tracked automatically",{"title":618,"path":619,"stem":620,"children":621,"icon":661,"summary":662,"section":18},"Your account and settings","\u002Fhelp\u002Faccount","help\u002F17.account\u002Findex",[622,628,634,639,645,650,656],{"title":623,"path":624,"stem":625,"icon":18,"summary":626,"section":627,"children":-1},"My details and your password","\u002Fhelp\u002Faccount\u002Fmy-details-and-password","help\u002F17.account\u002F01.my-details-and-password","Update your personal details and change your password","Your profile",{"title":629,"path":630,"stem":631,"icon":18,"summary":632,"section":633,"children":-1},"Add and manage users","\u002Fhelp\u002Faccount\u002Fadd-and-manage-users","help\u002F17.account\u002F02.add-and-manage-users","Add your team and accountant, edit users, and manage access","Users and permissions",{"title":635,"path":636,"stem":637,"icon":18,"summary":638,"section":633,"children":-1},"User permission levels","\u002Fhelp\u002Faccount\u002Fuser-permission-levels","help\u002F17.account\u002F03.user-permission-levels","The 0 to 8 access ladder and what each level unlocks",{"title":640,"path":641,"stem":642,"icon":18,"summary":643,"section":644,"children":-1},"Company details","\u002Fhelp\u002Faccount\u002Fcompany-details","help\u002F17.account\u002F04.company-details","Your company name, address, tax references, and logo","Company settings",{"title":646,"path":647,"stem":648,"icon":18,"summary":649,"section":644,"children":-1},"Accounting dates and settings","\u002Fhelp\u002Faccount\u002Faccounting-dates-and-settings","help\u002F17.account\u002F05.accounting-dates-and-settings","Company dates, the Kontala start date, and expense approval",{"title":651,"path":652,"stem":653,"icon":18,"summary":654,"section":655,"children":-1},"Connect to FreeAgent","\u002Fhelp\u002Faccount\u002Fconnect-to-freeagent","help\u002F17.account\u002F06.connect-to-freeagent","Push approved expenses to FreeAgent automatically","Integrations",{"title":657,"path":658,"stem":659,"icon":18,"summary":660,"section":655,"children":-1},"Manage integrations","\u002Fhelp\u002Faccount\u002Fmanage-integrations","help\u002F17.account\u002F07.manage-integrations","The Integrations page, connection statuses, and disconnecting","i-lucide-settings","Your profile, users, company settings, and integrations",{"title":664,"path":665,"stem":666,"children":667,"icon":690,"summary":691,"section":18},"Security and privacy","\u002Fhelp\u002Fsecurity-and-compliance","help\u002F18.security-and-compliance\u002Findex",[668,674,680,685],{"title":669,"path":670,"stem":671,"icon":18,"summary":672,"section":673,"children":-1},"How we keep your data secure","\u002Fhelp\u002Fsecurity-and-compliance\u002Fhow-we-keep-data-secure","help\u002F18.security-and-compliance\u002F01.how-we-keep-data-secure","Encryption, EU hosting, and account protections","How we protect your data",{"title":675,"path":676,"stem":677,"icon":18,"summary":678,"section":679,"children":-1},"GDPR and your data rights","\u002Fhelp\u002Fsecurity-and-compliance\u002Fgdpr-and-your-data-rights","help\u002F18.security-and-compliance\u002F02.gdpr-and-your-data-rights","Who controls your data and the rights you have over it","Your rights",{"title":681,"path":682,"stem":683,"icon":18,"summary":684,"section":673,"children":-1},"HMRC and Making Tax Digital","\u002Fhelp\u002Fsecurity-and-compliance\u002Fhmrc-and-making-tax-digital","help\u002F18.security-and-compliance\u002F03.hmrc-and-making-tax-digital","How Kontala files to HMRC and what HMRC receives",{"title":686,"path":687,"stem":688,"icon":18,"summary":689,"section":679,"children":-1},"Export or delete your data","\u002Fhelp\u002Fsecurity-and-compliance\u002Fexport-or-delete-your-data","help\u002F18.security-and-compliance\u002F04.export-or-delete-your-data","Get a copy of your data, or ask for it to be removed","i-lucide-shield-check","How your data is protected and the rights you have over it",{"title":693,"path":694,"stem":695,"children":696,"icon":731,"summary":732,"section":18},"Troubleshooting","\u002Fhelp\u002Ftroubleshooting","help\u002F19.troubleshooting\u002Findex",[697,703,709,714,720,726],{"title":698,"path":699,"stem":700,"icon":18,"summary":701,"section":702,"children":-1},"Can't sign in","\u002Fhelp\u002Ftroubleshooting\u002Fcant-sign-in","help\u002F19.troubleshooting\u002F01.cant-sign-in","Wrong password, lockouts, and Google sign-in fixes","Signing in",{"title":704,"path":705,"stem":706,"icon":18,"summary":707,"section":708,"children":-1},"Common connection errors","\u002Fhelp\u002Ftroubleshooting\u002Fcommon-connection-errors","help\u002F19.troubleshooting\u002F02.common-connection-errors","Fix a failed HMRC or FreeAgent connection","Connections and imports",{"title":710,"path":711,"stem":712,"icon":18,"summary":713,"section":708,"children":-1},"Statement import problems","\u002Fhelp\u002Ftroubleshooting\u002Fstatement-import-problems","help\u002F19.troubleshooting\u002F03.statement-import-problems","Rejected files, wrong columns, and duplicate rows",{"title":715,"path":716,"stem":717,"icon":18,"summary":718,"section":719,"children":-1},"Why my figures look different","\u002Fhelp\u002Ftroubleshooting\u002Fwhy-my-figures-look-different","help\u002F19.troubleshooting\u002F04.why-my-figures-look-different","Trace a figure that does not match what you expected","Your numbers",{"title":721,"path":722,"stem":723,"icon":18,"summary":724,"section":725,"children":-1},"Where to look when something is wrong","\u002Fhelp\u002Ftroubleshooting\u002Fwhere-to-look","help\u002F19.troubleshooting\u002F05.where-to-look","Find the right troubleshooting article fast","Still stuck?",{"title":727,"path":728,"stem":729,"icon":18,"summary":730,"section":725,"children":-1},"Contact support","\u002Fhelp\u002Ftroubleshooting\u002Fcontact-support","help\u002F19.troubleshooting\u002F06.contact-support","How to reach us and what to include","i-lucide-life-buoy","Fixes for the problems we see most",false,{"id":735,"title":322,"body":736,"description":990,"extension":991,"faq":18,"featured":733,"gated":733,"icon":18,"lastUpdated":992,"meta":993,"navigation":994,"order":18,"path":323,"reviewedBy":18,"reviewedDate":18,"section":326,"sections":18,"seo":995,"sitemap":996,"stem":324,"summary":325,"__hash__":997},"help\u002Fhelp\u002F10.bills\u002F04.bill-credit-notes.md",{"type":737,"value":738,"toc":981},"minimark",[739,753,758,845,852,862,866,888,891,897,901,904,923,929,933,955,962,966],[740,741,742,743,747,748,752],"p",{},"When a supplier credits you - for a return, an overcharge, or a cancelled order - record it as a ",[744,745,746],"strong",{},"bill credit note",".\nIt is the mirror image of a ",[749,750,751],"a",{"href":205},"credit note you issue a customer",": instead of reducing what you are owed, it reduces what you owe.",[754,755,757],"h2",{"id":756},"create-a-bill-credit-note","Create a bill credit note",[759,760,761,773,779,794,804,825,840],"ol",{},[762,763,764,765,768,769,772],"li",{},"Go to ",[744,766,767],{},"Money Out"," and choose ",[744,770,771],{},"Bill Credit Notes",".",[762,774,775,776,772],{},"Choose ",[744,777,778],{},"New bill credit note",[762,780,781,782,785,786,789,790,793],{},"Pick the ",[744,783,784],{},"Supplier",", and set the ",[744,787,788],{},"Bill credit note date"," and ",[744,791,792],{},"Bill credit note reference"," - use the supplier's own reference so the two documents match.",[762,795,796,797,789,800,803],{},"Set the ",[744,798,799],{},"Currency",[744,801,802],{},"Payment terms"," if they differ from the defaults.",[762,805,806,807,810,811,810,814,789,817,820,821,824],{},"Add a line for each item credited, with its ",[744,808,809],{},"Details",", ",[744,812,813],{},"Category",[744,815,816],{},"Quantity",[744,818,819],{},"Amount",". Choose ",[744,822,823],{},"Add bill credit note item"," for more lines.",[762,826,827,828,831,832,835,836,839],{},"Under ",[744,829,830],{},"VAT options",", set the ",[744,833,834],{},"Notional VAT rate",", or tick ",[744,837,838],{},"This is a reverse charge purchase (overseas supplier)"," where that applies.",[762,841,775,842,772],{},[744,843,844],{},"Create bill credit note",[740,846,847,848,851],{},"It starts as a draft. Choose ",[744,849,850],{},"Mark as Sent"," once it is agreed with the supplier - a draft has no effect on your accounts, and the note has to be sent before you can apply it.",[740,853,854,855,858,859,772],{},"To change a note later, choose ",[744,856,857],{},"Edit",". A draft you no longer need can be removed with ",[744,860,861],{},"Delete bill credit note",[754,863,865],{"id":864},"apply-it-to-a-bill","Apply it to a bill",[759,867,868,875,880,883],{},[762,869,870,871,874],{},"Open the bill credit note. The ",[744,872,873],{},"Applied to bills"," panel shows the amounts applied, refunded, and remaining.",[762,876,775,877,772],{},[744,878,879],{},"Apply to a bill",[762,881,882],{},"Pick the bill from the supplier's outstanding bills and enter the amount.",[762,884,775,885,772],{},[744,886,887],{},"Apply credit note",[740,889,890],{},"The bill's outstanding balance falls by that amount, and the credit note's remaining credit falls to match.\nBoth documents must be for the same supplier and in the same currency.",[740,892,893,894,896],{},"To undo an application, remove the allocation in the ",[744,895,873],{}," panel.",[754,898,900],{"id":899},"when-the-supplier-refunds-you-instead","When the supplier refunds you instead",[740,902,903],{},"If the supplier pays the money back, record it from your bank as money in.",[759,905,906,911,920],{},[762,907,764,908,910],{},[744,909,369],{},", open the account, and open the money-in transaction for the refund.",[762,912,796,913,916,917,772],{},[744,914,915],{},"Type"," to ",[744,918,919],{},"Bill Credit Note Refund",[762,921,922],{},"Choose the bill credit note, then save.",[740,924,925,926,928],{},"See ",[749,927,401],{"href":402}," for the explaining flow in full.",[754,930,932],{"id":931},"statuses","Statuses",[740,934,935,936,939,940,943,944,810,947,950,951,954],{},"A bill credit note is ",[744,937,938],{},"Draft"," until you send it, then ",[744,941,942],{},"Open"," while credit remains.\nOnce used it becomes ",[744,945,946],{},"Applied",[744,948,949],{},"Refunded",", or ",[744,952,953],{},"Settled"," for a mix of both.",[740,956,957,958,961],{},"A sent note that will never be used can be closed with ",[744,959,960],{},"Write off",", as long as nothing has been applied or refunded against it.\nTo write off or delete a note that has allocations or a refund recorded, remove those first.",[754,963,965],{"id":964},"related","Related",[967,968,969,973,977],"ul",{},[762,970,971],{},[749,972,305],{"href":306},[762,974,975],{},[749,976,316],{"href":317},[762,978,979],{},[749,980,210],{"href":211},{"title":982,"searchDepth":983,"depth":983,"links":984},"",2,[985,986,987,988,989],{"id":756,"depth":983,"text":757},{"id":864,"depth":983,"text":865},{"id":899,"depth":983,"text":900},{"id":931,"depth":983,"text":932},{"id":964,"depth":983,"text":965},"Record a credit note from a supplier in Kontala, apply it to an outstanding bill, or record the refund when the supplier pays you back.","md","27 July 2026",{},true,{"title":322,"description":990},{"loc":323},"ShcIhC50uFHCzU9HKJ0VU_rScJNI7wxu0AJwuwNf9XA",[999,1000],{"title":316,"path":317,"stem":318,"summary":319,"children":-1},{"title":330,"path":331,"stem":332,"summary":367,"children":-1},1785163126891]