Creating a New Debit Note

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.