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.
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