Debit Notes, also called debit memo, are corrections to invoices. If you accidentally submit an invoice that's too low, you can send a debit memo to correct it and increase the invoice after it's sent. Your customer can then use the memo to adjust their books, as well.
Follow the steps below to issue a Debit Notes:
Setup the Debit Notes form Design
1. Navigate to Control Panel -> Form Design.
2. Click on +New to create a Debit Note form design.
3. Enter the form design name.
Example: Debit Note
4. Select the Form Template for Debit Notes.
5. Scroll down to the Customise Titles section -> Sales, in Invoice field, rename it to Debit Note.
6. Once done, click on Save.
7. Your Debit Note form design will appear in your form design list.
Turn on the Custom Numbering for Debit Note Number
1. To turn on the custom numbering for Debit Note, Navigate to Control Panel -> Company Settings.
2. Click on the Number Formats tab.
3. Turn on the Custom Numbering.
4. Click Save.
Record your Debit Note using the Sales Invoice Module
1. Navigate to Sales -> Invoices -> +New.
2. Enter all your Debit Note details using the sales invoice module. Refer to the article here to record it.
3. Make sure to key in the Debit Note number inside the No. field.
4. Once done, click on Save.
Print your Sales Invoice using the Debit Note Form Design
1. Go back to the sales invoice list, and click on View to view the Debit Note.
2. Click on Print/PDF icon and choose Debit Note form design.
3. You can see the Debit Note PDF as per below:
Notes: You also can send the Debit Note to your customer via email by selecting the Debit Note form design.
