Adjust Sales Credit Note Against Bill

How to Adjust Sales Credit Note Against Bill in SwilERP

Adjusting sales credit notes against bills is a crucial process for businesses that deal with sales transactions. It helps track credit amounts owed to customers and ensures accurate financial reporting. SwilERP software makes this process easy and efficient, allowing users to adjust sales credit notes against sale bills. In this article, we will explore the steps to adjust sales credit notes against bills in SwilERP.

Start with login in SwilERP dashboard to initiate the process

Step:1 Create Sales Bill

Go to the Sales Menu> Sales Invoice option.
After that, a new window of sales invoice will appear. Click on the New option to create an invoice.
Or you can directly open the invoice window from the (+) Sign.

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SwilERP Dashboard Window

Now, enter the Customer Name in the column.
Select the Product for which you want to create sale bill.
Select the Batch details and enter the Qty of product.
After entering all require details Save the bill with the given option.

Learn More: How to Create Sales Invoice

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Note: Now, after creating the sales invoice, you want to adjust the sales credit note against created sales bill. Then follow the below-given steps.

Step:2 Adjust Credit Note Against Sale Bill

Go to the Sales Menu> Sales Credit Note option.

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SwilERP Dashboard Window

A new window of Sales Credit Note appears in the next slide.
Select the same Customer name for which you created sales invoice.
Afterwards, select Return Type as expired, saleable, damaged, price difference, etc.
Enter the Invoice Date on which date you created the sale bill.
Select the Invoice No from the drop-down list.
After selecting invoice no, a pop-up window will appear press "Yes" to continue.
All further details will automatically be filed in the columns.
Click on the Save option to save the window.

Note: If the Invoice Date & No columns are not showing in the sales credit note window, then you can set it from the set grid layout option.

Learn More: How to Set Grid Layout

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Sales Credit Note Window