Learn How to Create Sales Debit Note in SwilERP Software

Sales Debit Note

How to Create Sales Debit Note in SwilERP


What is Sales Debit Note?

Sales Debit note issued by the seller to a buyer for the product's price difference. A sales debit note is issued to increase the product's price rate. The Sales Debit note affects the customers' ledger account. The seller also generates a sales debit note to add the amount to the customer's outstanding amount. In this, users can select the payment method at their convenience.

Start with Login in SwilERP Dashboard to initiate the Process

  1. Go to the Sales> Sales Debit Note.
Reference image:



Process to Create Sales Debit Note

  1. Enter the Customer name in the column.
  2. Enter the reference number and other details, if required.
  3. Now, select the Product name from the drop-down list for which you want to create the debit note.
  4. Select the Invoice Number, and all further details will be automatically filled in after the selection.
  5. You will see the MRP, Charged Rate, Current Rate, and Quantity.
  6. You need to change the Current Rate to reflect the new rate.
  7. The Amount will be automatically calculated in the column according to the new rate and product quantity.
  8. Select the payment method and save the page.
For example:

You created a sales invoice for Rs 500, and now you want to change the rate to Rs 550, then create a sales debit note for Rs 550.

Reference image:

Create Sales Debit NoteSales Debit Note Image

To view all the Created Debit Notes

Users can view all the created debit notes in the same window.
  1. Go to the View tab.
  2. Select the options as  Month wise, Date wise, Entry wise, Current year, Party wise, and Last seven days  in which you want to view the debit note.
  3. After selecting the option, you can the list of created invoices.
Reference image:
 
Created Debit NotesSales Debit Note

      • Related Articles

      • Create Purchase Debit Note

        How to Create Purchase Debit Note in SwilERP  When users wants to show their purchase transaction in Books of Accounts then they can create a Debit Note instead of a Purchase Return invoice. The reason for creating a Debit note is the Price ...

      • Sales Credit Note

        How to Create Sales Credit Note in SwilERP A credit note serves as official communication from a seller to a buyer, indicating a credit adjustment in their account. It's issued for various reasons such as expired, damaged, price difference, or ...

      • Purchase Debit Note

        How to Create and Manage a Purchase Debit Note in SwilERP When users want to show their purchase transaction in Books of Accounts, they can create a Debit Note instead of a Purchase Return invoice. The reason for creating a Debit note is the Price ...

      • Overview of the Purchase Debit Note Process in SwilERP

        Overview Need to adjust vendor accounts for returned goods or overcharges? The Purchase Debit Note feature helps you keep your financial records accurate. Steps to Create a Purchase Debit Note: Go to the Purchase Menu → Select Purchase Debit Note → ...

      • Sales Transaction Report

        How to View Sales Transaction Report in SwilERP In this article, we'll discuss regarding sales transaction report. In this, users can view every transaction report related to the sales. The Sales Transaction report in SwilERP enables comprehensive ...