Debit Note

Introduction - Debit Notes.

A debit note is a document issued by a customer to a supplier when goods are returned to the customer after a purchase. This can happen due to reasons like the goods being damaged or not satisfactory. The debit note is created for the value of the goods returned.

In this page…

• Debit invoice

How to Create Debit Note.

• Go to the INVOICE menu and select DEBIT NOTE.
• Click the + ADD NEW button in the top right of the page.
• Select the SUPPLIER NAME, PLACE of SUPPLY, and other details.
• Enter the DEBIT NOTE DATE. The invoice number is generally auto-generated. You can manually enter the invoice number as well by clicking the settings this field.
• Select PURCHASE BILL NO then click on AUTOFILL button.
• Select REASON.
• Enter the QUANTITY, RATE, DISCOUNT and TAX to be applied on the product.
• After entering all the details, click SAVE.

Other Actions for Debit Note.

There are a host of other actions that you can perform on a debit note in FinalBooks.

• Print Debit Note.
• Edit Debit Note.
• Delete Debit Note.
• Print Envelope.

How to Print Debit Note.

To print a debit note:

• Go to the INVOICE menu and select DEBIT NOTE.
• Click Action-->Print in the right of the list.
• Check the preview and click PRINT.

How to Edit Debit Note.

You can change the details of your existing debit note. Here’s how:

• Go to the INVOICE menu and select DEBIT NOTE.
• Click Action-->Edit in the right of the list.
• After updating all details, click UPDATE.

How to Delete Debit Note.

• Go to the INVOICE menu and select DEBIT NOTE.
• Select Action-->Delete.
• Click DELETE IT to confirm.

How to Delete Multiple Debit Note.

• Go to the INVOICE menu and select DEBIT NOTE.
• Select CHECK BOX in debit note list.
• Click DELETE ICON in the top right of the list.
• Click DELETE IT to confirm.

How to Print Envelope in Credit Note.

• Go to the INVOICE menu and select DEBIT NOTE.
• Click Action-->Print Envelope in the right of the list.

• Select ENVELOPE TEMPLATE
• After selecting template, click PRINT.

How to Save Debit Note as Draft.

• Go to the INVOICE menu and select DEBIT NOTE.
• Click the + ADD NEW button in the top right of the page.
• Select the SUPPLIER NAME, PLACE of SUPPLY, and other details.
• Enter the DEBIT NOTE DATE. The invoice number is generally auto-generated. You can manually enter the invoice number as well by clicking the settings this field.
• Select PURCHASE BILL NO then click on AUTOFILL button.
• Select REASON.
• Enter the QUANTITY, RATE, DISCOUNT and TAX to be applied on the product.
• After entering all the details, click SAVE AS DRAFT and enter reason.

How to Convert Drafted Debit Note to Debit Note.

• Go to the INVOICE menu and select DEBIT NOTE.
• Select draft filter from top.
• Select debit note which you want to convert to debit note.
• Select Action-->Create Debit Note.
• After entering all the details, click SAVE.

From the Quick Links.

You can also Create invoices directly from the Quick Links.

• Click the + icon top right of the page.
• Select DEBIT NOTE.

Invoice List Display Fields Customization.

You can custom fields for the display in Invoices list. Learn more about field customization.

• Go to the INVOICE menu and select DEBIT NOTE.
• Click FILTER ICON in the top right of the list.
• Select Check box in show in list.

field customization.

You can add multiple custom fields for the Debit Note module and assign different data types for each of them. Learn more about field customization.

How to Create Debit Note.

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