Create Customer Debit Note

Create direct debit note

• Go to menu: Accounting → Customer → Receivable → New Debit Note

• Input debit note details

• Billing Address : Automatically selected, if available billing address is configured in contact
• Date : Credit note date
• Due Date : Credit note due date
• Number : Running sequence number automatically generated by system
• Ref : Reference document number (If available)
• Currency : Automatically selected default currency
• Currency Rate : The exchange rate
• Tax Type : There are 3 types of tax

• Tax Exclusive
• Tax Inclusive
• No Tax

• Tax No. :  Running sequence number automatically generated by system (Incase Tax Invoice)

• No Tax

• Payment Terms: Automatically selected (If configure the payment term relates to Contact) or manual select. This uses for calculation of  payment due date
• Related To : Be able to select manually such as sales order or invoice.

• Input product lines

• Product : Select product item (If sale stockable product or service)
• Description : Product name or description (This can be default product name by select product item) or type description manually
• Qty : Product Quantity
• UoM : Unit of Measure of product
• Unit Price : Price per unit of product
• Disc % : Discount that calculate is percentage
• Disc Amt : Discount that calculate is amount
• Account : Select income/sales account
• Tax Rate : Select tax component by line
• Tracking-1 : Select branch if record accounting by branch
• Tracking-2 : Select department if record accounting by department
• Amount : Automatically computes the amount by line
• Memo : Memo as text

• Click the button Save and Click the button Approve to post debit note

• The status has changed to “Waiting Payment”

• Click the button Print to print the debit note form

• Then the system will pop up the window and click the button print

• Debit Note print form in PDF format

• View journal account by clicking Options  →  View Journal Entry

• Journal entry of the debit note

Create Debit Notes from Invoices

• Go to menu: Accounting → Customer → Receivable. Select an invoice that status is “Waiting Payment”

• Create a debit note by clicking Options → Copy To Debit Note

• System will create a draft credit note and  Be able to edit unit price and qty

• Click the button Save and then click the button Approve to post debit note

• Status has changed to “Waiting Payment”

• Click button Print to print the debit note form

After click the button Print, the system will shows the debit note form