- 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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