How to create a Standalone Credit Note
How to create a Standalone Credit Note
Helps you create a standalone credit note for which the invoice does not exist in finance module of our system Alok Patel
When a service has been returned by a shipper to a Freight Forwarder or a wrong invoice has been raised, a credit note can be raised
- On the dashboard of finance module, search for "Sales Invoice List" in the universal search bar and select it ( as shown in figure)
- Page would open with list of Invoices already created ( as shown in figure)
- Click on " New" to start creating a credit note (as shown in figure)
- Details Page would open (as shown in figure)
You need to enter the following details:
- Invoice Type: Invoice type (Tax,Bill of Supply,Reimbursement)
- Customer: Customer for which credit note is raised
- Branch: Your company's branch from where the credit note is to be raised
- Posting Date: Date on which the transaction should hit accounting books
Remember to check the box showing “Is Return (Credit Note)” to make a credit note (as shown in figure)
- You have to "Add Items/Charges" along with its rate for which you want to create invoice in the given section (as shown in figure)
Once you add the respective item/charges all calculation will be done in an automated way
- You can enter the account to which you want to debit the following sales invoice, to make the respective entry in the “Accounting Details” section (as shown in figure)
- Click on "Save" and "Submit" to create the Credit Note
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