- Goto “Audit” >> “Credit“/”Debit” Note
- Click “+” Create
- Enter the “Fields” with Details
- Click “Save” or “Approve“
- Saving will Leave the Entry in “Pending” Status , After Which You Can “Check” and “Verify“
- Clicking “Approve” will Leave the Entry in Checked Status, After which You Can Verify
- “Click” the Status and Proceed.
| Fields |
Description |
| Tags |
Enter the Keyword Here |
| Credit / Debit Toggle Button |
Toggle Button Will Appear, Initially Button Sets In Credit Entry, Clicking The Button Turns Blue And Switch To Debit Entry |
| Project |
You can Create And Choose The Project To Which This Material Belongs To or Choose Internal as Default |
| Party Name |
Choose the Supplier/ Customer Name From The List |
| Receipt No |
Enter the GRN No. |
| Invoice Date |
Enter the Party’s Invoice No |
| Invoice No |
Enter the Party’s Invoice Date |
| Invoice Value |
Enter the Party’s Invoice Value |
| Attachment |
Click the Button and Upload, the Scan Copy of The Party Invoice |
| Description |
Choose the Material From The List |
| Reason |
Choose the Reason From the Drop Down |
| Quantity |
Enter the Quantity |
| Unit |
Enter the Unit of Measurement |
| Rate |
Enter the Rate |
|
Click + Button and Add the Material To the List |
| Tax |
Add Tax |
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