Creating a New Debit Note
Creating Debit Notes in SmartLedger.AI is quick and straightforward.
1: Navigate to Credit Notes
• From the left navigation menu, select Purchases → Debit Note.
• Click + New Debit Note.
2: Enter Debit Note Details
Provide the basic invoice information:
• Select Vendor
• Select bill number
• Select reason
• Date
• Place of Supply (if applicable)
3: Add Products or Services.
• Select products or services from your catalog
• Enter:
• Quantity
• Discount (if applicable)
4: Review Tax & Totals
SmartLedger.AI automatically calculates:
• Subtotal
• CGST, SGST, CESS and IGST
• Additional Charges (if applicable)
• Grand Total
• Review all calculations before proceeding. Review all calculations before proceeding.
5: Add Additional Information
Optionally include:
• Customer Notes
• Payment Instructions
• Terms & Conditions
6: Select Status
• Draft or Issued
6: Save and Create
Choose one of the following actions:
• Save as Draft – Save the invoice and complete it later.
• Create – Create Debit Note to create a new debit note quickly and efficiently.
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