How to Add Debit Note and Allocate Credit

Create a Bill and click on Approve button then it will navigate to Bill Listing Page. From the Bill listing page, open the Bill in View Mode which is having the status of Awaiting Payment. Click on Bill Options. The following list will appear:

• Void
• Delete
• Copy
• Edit
• Add Debit Note
• Allocate Debit

Click on Add Debit Note

After clicking on Debit Note it will navigate to New Debit Note. After creating debit note click on Approve.

A message will appear as "Purchase Debit Note added successfully" with OK option. Click on "OK" button then it will navigate to the Debit Note listing page.

You can Delete the adjustment in two ways:

1. First way to Delete adjustment is:

   Select that Bill against which Debit Note has already been entered and open it in View Mode. Click Less Debit Note.

It will navigate to Debit Note and click on delete icon (X)

A Confirmation message will appear. In order to Delete debit note, click on "OK" button.

After clicking "Ok" a message will appear as "Adjustment deleted successfully" with OK. Click on "OK" button then it will navigate to the Purchase listing page.

2. Second way to Delete Debit Note is:

   Select that Debit Note which has been adjusted against Bill and open it in View Mode. Click on delete icon (X)

A Confirmation message will appear. In order to Delete Debit Note, click on "OK" button.

After clicking on "Ok" a message will appear as “Adjustment deleted successfully” with OK. Click on “OK” button then it will navigate to the Purchase listing page.

If You have given the Credit to the Vendor and created the Bill then Allocate Credit option will appear.

In another way after creating the Bill, click on Approve button then it will navigate to Bill Listing Page. From the Bill listing page, open the Bill in View Mode which is having the status of Awaiting Payment. Click on Bill Options. The following list will appear:

• Void
• Delete
• Copy
• Edit
• Add Debit Note
• Allocate Credit

Click on Allocate Credit option from the dropdown list box.

It will navigate to the Allocate Credit page. Enter the amount in the Amount to Credit field blank and click on Allocate Credit button.

A message will appear as "Credit Allocated successfully", with the "OK" option.