Credit / Debit Note

How to create an Credit /  Debit Note
Create Credit / Debit note
To add a New Credit / debit note  :
  • Click on Sales in left menu and select Credit / Debit Note Click on the Credit / Debit Note button.

10 CR note

Fields Description

Credit / Debit  No

The next Credit / Debit Note number will be displayed for your convenience.You can define it Automatic or Manual in Settings > Modules. Credit / Debit Note number should be unique for a financial year.

Credit / Debit Date

Date of Credit / Debit Note issued

Receipt #

Your Invoice  number for this Credit / Debit  note transaction.


Reason Type of Credit Note.11 Cr

Select Sales return,  Recipient returns the goods to the supplier if the Goods are damaged / expired.

Select Post sale discount , if discount is provided after the sales invoice is created.

Select Deficiency in services, if Services are found to be deficient.

Select Correction in Invoice, if Original tax invoice has been issued and taxable value in the invoice exceeds actual taxable value or  Original tax invoice has been issued and tax charged in the invoice exceeds actual tax to be paid.

Select Change in POS , If place of supply changed from Intra state to Inter state or vice versa.

Select Finalisation of Provisional Assessment , if tax has been paid on provisional basis.

Select Others , if any other reason to create credit note except above.


Select the Customer from the drop down or type in the Customer name. For New Customer, enter the New Customer name & option to Add New Customer will be displayed in drop down. Customer is required field for Credit / Debit note.

6- Inv


Customer GSTIN will be displayed if already stored or option to enter

Place of Supply

Choose State to define Place of supply of goods. Based on this , the Credit / Debit Note will be counted as intra-state (supply within same state) or inter-state (supply to other state). For Intra State both SGST & CGST Tax applied, whereas IGST for Inter-state.

Billing Address

Customer’s Billing Address for this transaction.

Shipping Address

Customer’s Shipping Address for this transaction.

Item Description

Select the Item from the drop down or type in the Item name or SKU Code. You can also add new item if not exists in Items Master


Item SKU code (Display only)


Codes for Tax classification of the item


Select the Tax defined for the item


Standard Rate defined in Item Master will be displayed. If you have Rate Sheet defined for the Customer (or tag)/Currency of the transaction, option to choose with Standard rate.

7- inv


Discount for Individual Item with option to provide as percentage or flat


For Exclusive Tax: Display only Taxable Value. Ie. Rate x Qty – Discount. Tax will be calculated for this amount.
For Inclusive Tax: Editable, where you can define the final amount inclusive of tax. The Rate will be adjusted automatically based on the input amount.

Freight/ Packing / Insurance Charges

You can enable it in Settings > Sales > Sales Charges, for input in Credit / Debit Note.

Round Off

Based on Settings > Sales > Round off final total amount, Round Off will be calculated.
Manual – Need to input needed amount manually
Round Normal – to near integer. Ex: 2.50 to 3.00; 2.40 to 2.00

Round Up – to next integer. Ex: 2.10 to 3.00
Round Down – to down integer ignoring decimal. Ex: 2.90 to 2.00
No Round Off – Round off option will not be displayed


Notes will be printed in Credit / Debit Note. You can include additional content or Thank you message to the Customer. Default value can be defined in Settings > Sales

Terms & Conditions

T & C will be printed in Credit / Debit Note. Default content can be defined in Settings


Select a Bank account, to print Credit / Debit Note with Bank account details. (optional)


You can also add attachments related to the transaction