How to apply Credit/Debit Notes to invoices

Credit and debit notes provide an efficient way to manage outstanding balances with customers and suppliers. You can easily document any credit/debit amounts in a credit/debit note and apply these notes to your customer or purchase invoices.

How to apply Credit/ Debit Notes to invoices

Go to Operations - Credit/Debit Notes - Select whether you are creating a credit/debit note - select customer/supplier name - below you will see a list of invoices - select the invoice you want to apply the credit/debit note to - click on Add Amount

If you want to change the amount for the credit note under the invoices box, make the changes in the Amount column.

Another way to apply a credit/debit note after an invoice is generated:

Create a credit/debit note without selecting any invoice - enter the amount in Total Amount - Save

Now that a credit/debit note is saved, it can be applied to your invoice or purchase invoice

Go to Operations - Billing - click on an invoice - click on Apply Credit/Debit note- here you will see the credit/debit note column - under Amount enter the amount you wish to apply from the available credit note - click on Apply - the amount in the invoice total will be deducted