How to Create a Debit Note

Quick Note Definitions:

Debit Note: reverses the accounting transaction (created from Purchase Invoice)

Purchase Return: reverses the stock transaction (created from Purchase Receipt)

Summary of Steps

1. Select Buying from home screen
2. Select Purchase Invoice from under Buying
3. Choose appropriate Purchase Invoice
4. Select Create and choose Return/Debit Note from the drop down menu
5. The Is Return (Debit Note) option will be automatically chosen
6. The items and totals will be negative. If you are returning product, we will create a purchase return from the purchase receipt
7. Select Save
8. Select Submit and YES from the pop up window

If you are returning stock, you will need to use the following steps to create a Purchase Return for the stock to be returned to the correct warehouse

1. Go to the correct Purchase Receipt
2. Click Purchase Return
3. Save
4. Submit

Detailed Steps with Screenshots

1- Select Buying from home screen

2- Select Purchase Invoice from under Buying

3- Choose appropriate Purchase Invoice

4- Select Create and choose Return/Debit Note from the drop down menu

5- The Is Return (Debit Note) option will be automatically chosen

7- Select Save

8- Select Submit and choose YES from the pop up window

9- A pop up will appear in the bottom right corner with the option to print or email the Debit Note. Select if desired.

10- To return Stock if needed, click the purchase receipt

11- Make a purchase return from the purchase receipt

12- Adjust if necessary, and save and submit

13- The stock ledger will be updated