How to add a debit note in accounting app?
To add a debit note in Metro ERP's Accounting App, follow these steps:
1) Navigate to the Accounting Module:
Click on the 'Accounting' module
2) Access Customer Invoices:
In the left sidebar or top menu, click on 'Customer Invoices’.
3) Create a new invoice or open an existing customer invoice:
Locate and open the customer invoice to which you want to add a debit note.
4) Add a Debit Note:
Inside the customer invoice, click a button ‘Add Debit Note’ button.
5) Specify Debit Note Details:
Fill in the details for the debit note, including the reason for issuing it and the debit note date. If you want to copy all the product or invoice line details to the debit note, select the Copy Lines checkbox. Alternatively, if you do not want to include the invoice or product lines, leave the checkbox unchecked and add the products directly to the debit note lines. Make any necessary adjustments as required.
6) Confirm and Save the Debit Note:
After filling in all the necessary details, confirm and save the debit note.
7) You can check the reason added in the Customer Reference field of the debit note. Additionally, the field "Original Invoice Debited" displays the invoice from which the debit note was generated.
8) Review and Send:
Review the debit note for accuracy.
If you plan to send the debit note to the customer, use the 'Send & Print' button.
9) Register Payment:
You can also register a payment by clicking the "Register Payment" button on the debit note's form view.
To get more details to add a debit note please do contact us at support@metrogroup.solutions