Add Credit Note

• A credit note is written when the customer wants to or has sent the product back due to some reasons.

• The credit note can be directly converted from the invoice and can be created in credit note as well.

Fields

• Customer Name : In this field, the name of the customer to whom the credit note is send is written over here.

• Credit Note Date : In this field, the date on which the credit note is written will automatically come over here.

• Credit Note # : It is the Credit Note Number used for the credit note we are creating to send to the customer. It is kind of the Sr no for the credit note. It can be done in two ways. They are either manually or auto-generating it depends on the company how they want to generate the credit note no..

• Invoice No. : In this field, the invoice no. of that invoice whose credit note is prepared is written.

• Place Of Supply : In this field, the company can write the place at which the supply of the product is done. This field is shown only when the company has GST number registered.

• Reason : In this field, the reason for returning the product is written in short.

• Item rates are : This field is used to know whether the rates of the items are Tax inclusive or Tax exclusive. And select the option accordingly.

• There are lot of options like editing again, sharing on the WhatsApp, downloading the PDF, copy the link, Print it and delete.

• The company can also create the e-way bill of the credit note also.

• After applying the credit note the company has many options like Apply to invoice means the credit note which are created can be roundoff infront of some of the invoice or the company can directly choose the option of refund. After the refund the credit note will note can be deleted.

• The user can also change the template format by clicking on the change template and select whichever the template they want.