How to apply a credit note to an E-invoice

There are 2 ways you can apply a credit note to an E-invoice.

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

2- Apply a credit note to an E-invoice

Follow the steps mentioned below:

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

Go to Operations - Click on Credit/Debit Notes - Click on Add New Credit/Debit Note - Under Note Type select Credit - Select the customer - Select the E-invoice in the Invoices section - Click on Add Amount

Under Duty IDs section - Click on Select Duties - Select the duty you want to remove - Click on Save - Click on Confirm in the pop-up notification

Now go to Operations - Billing - Click on the e-invoice - Click on the booking id - The duty will be visible in the ‘Completed’ section.

You can now make changes to the booking and generate a new E-invoice.

2- Apply a credit note against an E-invoice

Go to Operations - Click on Credit/Debit Notes - Click on Add New Credit/Debit Note - Under Note Type select Credit - Select the customer - Select the E-invoice in the Invoices column - Click on Add Amount - Under the Invoices section, mention the amount under column for Amount - Click on Add Amount - Save