Overview

The Credit Note View provides a comprehensive summary of the credit issued to a customer, including item details, allocation of credit, and general ledger entries. This view allows you to manage and track credits issued for sales returns or other adjustments.

Details in Credit Note View

1. Credit Note Information:

   • Reference: The unique identifier for the credit note (e.g., 021/2024).
   • Date: The date the credit note was issued (e.g., 21/02/2024).
   • Created by: The user who created the credit note (e.g., Varadha).
   • Created On: The timestamp when the credit note was created (e.g., 21/02/2024 10:31 AM).
   • Branch: The branch associated with the credit note (e.g., 001/2017 Cost Centre).
   • Department: The department involved in the credit transaction (e.g., 001/2018 level2).

2. Document Details:

   • Currency: The currency used for the transaction (e.g., INR).
   • Sales Type: The type of sale (e.g., Retail).

3. Customer & Branch Information:

   • Customer: The customer to whom the credit is issued, including contact details.
   • Branch: The branch of the customer involved in the transaction.

4. Line Details:

   • Item Code: The code for the item being credited (e.g., 1010).
   • Item Description: A brief description of the item (e.g., Dell Laptop).
   • Quantity: The quantity of the item being credited (e.g., 1 each).
   • Price: The unit price of the item (e.g., ₹186.880).
   • Batch No: The batch number associated with the item (if applicable).
   • Discount: Any discount applied to the item (e.g., 0.000).
   • Item Tax Type: The tax type applicable to the item (e.g., GST 18%).
   • Total: The total value of the credited item, including taxes (e.g., ₹186.880).

5. Total Values:

   • Sub Total: The total before taxes (e.g., ₹186.880).
   • Total Tax Excluded: The amount excluding taxes (e.g., ₹158.373).
   • Included Taxes: The tax amounts included in the total (e.g., SGST (9%) ₹14.254, CGST (9%) ₹14.254).
   • Total Credit: The grand total of the credit note (e.g., ₹186.880).

Actions:

• Email: Send the credit note details to the customer via email.
• Print: Print the credit note for record-keeping or sharing.
• Share Link: Generate a shareable link to the credit note.
• Allocate: Allocate the credit note to an invoice or other transaction.
• Edit: Make edits to the credit note.
• Void: Void the credit note if necessary.

This documentation provides a detailed guide to understanding and managing credit notes within the system, ensuring users can efficiently handle customer credits and related transactions.