Creating a New Credit Note

Creating credit Notes in SmartLedger.AI is quick and straightforward.

1: Navigate to Credit Notes 

• From the left navigation menu, select Sales → Credit Notes.

• Click + New Credit Notes.

2: Enter Invoice Details

Provide the basic invoice information:

• Select Customer  

• Select Invoice number

• Select reason

• Date

• Place of Supply (if applicable)

3: Add Products or Services.

• Select products or services from your catalog or create a new item.

• Enter:

• Quantity

• Unit Price

• Discount (if applicable)

• HSN/SAC

• CGST

• SGST

4: Review Tax & Totals

SmartLedger.AI automatically calculates:

• Subtotal

• Discounts

• CGST, SGST, or IGST

• Additional Charges (if applicable)

• Round Off

• Grand Total

Review all calculations before proceeding. Review all calculations before proceeding.

5: Add Additional Information

Optionally include:

• Customer Notes

• Payment Instructions

• Terms & Conditions

• Attachments (Purchase Orders, Delivery Challans, Supporting Documents)

• Custom Fields

6: Save or Send

  Choose one of the following actions:

• Save as Draft – Save the invoice and complete it later.

• Save – Finalize the invoice.

• Save & Send – Finalize and email the invoice directly to the customer.