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How to create or edit debit note?

Posted By  selena  at  Dec 13 2017 15:47        1316


Debit Note

Debit note is a document sent by you to your customer to request payment from them. This is when you realize there's errors in your invoice issued to your customer, in most cases, it is due to undercharging customers. 

Debit note in TreezSoft 

TreezSoft cloud accounting software helps simplify your business processes and reduce time and effort needed to do accounting. We use series of automation and integration to increase our users' accounting efficiency. Debit note processes is made easy in TreezSoft too. You just have to enter the transaction once and it will be automatically updated in all relevant records like the financial reports. 

You can easily create and edit debit note in TreezSoft by navigating through: Customer > Refund and Credit > Debit Notes. Click on the “New Debit Note” button at the bottom right corner.

Retrieve - Enter you criteria and click on the “Retrieve” button to search.

Print selected record(s) - Allows you to print multiple orders. Orders are printed in PDF formats where you can send via email or send to your printer.

Delete selected record(s) - Delete a selected record.

Enter the details and click on "Save" to confirm and proceed.

Select and enter the related account and details into this section.
Click on Action > Delete or Void to delete or void the sales return.

Fields marks with asterisk (*) are required fields.

Note: If you try to issue debit note with debit note date is out of your company GST commence and cease date, the indicator GST Mode would disappear and you are not allowed to charge GST.

You can read more on transactions in TreezSoft by visiting these links: 

  • How to create or edit supplier debit note in Treezsoft?

  • Tracking Cost of Goods Sold

  • How to make journal entries in Treezsoft?

TreezSoft is a cloud accounting software that aims to increase our clients efficiency in their business financial health management. We do so by integrating and automating accounting processes as much as we can (e.g. integration between our accounting software and POS system and double entry). we also allow users to create unlimited users for FREE for your account in TreezSoft.  

Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us! 

You can also email us at [email protected] for more enquiries.


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