Debit Note Workflow Explanation:

• Select Client and Month
  • Client Name: Select the client to whom the debit note will be issued (example: KING’S MANSION).
  • DN for the Month of: Choose the month for which the debit note is being raised (example: January 2025).

• Enter Debit Note Details
  • Debit Note Date: Choose the date when the debit note is being created (example: 01/02/2025).
  • Subject: Provide a brief description or subject for the debit note (example: Debit note on the below items for the month of January).

• Add Debit Note Items
  • Under Debit Note Items section:
    • Description: Mention the details of the item or service being debited.
    • Amount: Enter the amount being charged for that line item.
  • Add Line Item: Allows you to add multiple items if the debit note includes several charges.
  • Each line item can be deleted using the red trash bin button.
• Automatic Amount Calculation
  • Sub Total: Automatically calculates the total of all line items before tax.
  • GST: Select the applicable Goods and Services Tax (GST) percentage.
  • Total Amount: Automatically computes the final total after applying GST.

• Final Actions
  • After verifying all details:
    • Click Submit to finalize and create the Debit Note.
    • Click Cancel to abort the operation if needed.

Summary of Workflow:

Select Client & Month → Fill Debit Note Details → Add Items & Amounts → Automatic Totals → Submit or Cancel

Purpose of Debit Note Module:

• Increase the receivables from the client when additional charges need to be billed.
• Used when there were underbillings, additional work, or missed charges on the original invoice.
• Ensures transparent adjustments between the company and the client.