Different ways to apply credit note against an e-invoice

Application of a credit note against an e-invoice can be done in two ways:

1- Apply a credit note to remove a booking from an existing e-invoice
2- Apply a credit note against an e-invoice

Follow the steps mentioned below:

1- Apply a credit note to remove a booking from an existing e-invoice

a) Go to Operations - Click on ‘Credit/Debit Notes’ - Select ‘Add Credit/Debit Note’ - Select ‘Credit’ - Under Invoices column choose the e-invoice - Click on ‘Add Amount’



b) Under the box Duty Ids- Click on ‘Select Duties’ - Select the duty you want to remove - Click on ‘Save’ - Click on ‘Confirm’ in the pop-up notification



c) Go to Operations - Billing - Click on the e-invoice - Click on the booking id - Duty will be visible under ‘Completed’



Now you can make changes to the booking and generate a new e-invoice.

Note: You cannot cancel the old e-invoice.

2- Apply a credit note against an e-invoice

a) Go to Operations - Click on ‘Credit/Debit Notes’ - Click on ‘Add New Credit/Debit Notes’ - Click on ‘Credit’ - Select the customer - Select the e-invoice under the ‘Invoices’ column - Click on ‘Add Amount’



b) Under the ‘Invoices’ column - Mention the amount under column ‘Amount’ - Click on ‘Add Amount’ - Save



We hope this simplifies the process for you to understand how to use credit notes against an e-invoice.

Thank you.

Updated on: 13/08/2023