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Credit Debit Note

This guide walks you through the steps to manually generate a Credit or Debit Note for a Customer, Vendor, or Supplier within the application. This feature is especially useful when issuing notes with e-Invoice integration.

🧭 Step 1: Open the Credit/Debit Note Form​

Go to Financial Management → Credit/Debit → Credit/Debit Note.

Financial Management Menu

📝 Step 2: Fill Out the Note Details​

-Select the group (Customer/Vendor/Supplier) and note type (Credit or Debit).

-Type a few letters of the name to auto-fill the customer/vendor/supplier.

-Choose the related invoice from the dropdown.

-Add item details: Code/Category, Classification Code, Description, and Amount.

-Enable Submit to E-Invoice Portal checkbox and click CONFIRM button.

Credit Debit Form

📌 Step 3: After Submission​

-The note appears in the Credit/Debit Note Details table.

-You can Print, Edit, or Cancel the note as needed.

Credit Debit Table