Credit note

Credit Note Workflow Explanation:

• Select Client and Project
  • Client Name: Choose the client (example shown: AAA1).
  • Project Name: Select the relevant project linked to the client (example shown: ssss).

• Enter Credit Note Details
  • Credit Note Month: Choose the month to which the credit note relates (example: May 2025).
  • Invoice No: Select or enter the original invoice number against which this credit note is being issued (example: INV2024/476).

• Set Credit Note Date and Subject
  • Credit Note Date: Pick the date when the credit note is created (example: 28/04/2025).
  • Subject: Provide a clear subject for the credit note (example given: Credit note on the below items for the month of April).

• Add Credit Note Items
  • Under Credit Note Items section:
    • Description: Provide a detailed description of the item/service for which the credit is being given.
    • Amount: Enter the credited amount for that line item.
  • You can add multiple line items by clicking the + Add Line Item button.
  • Each line item can also be deleted using the red trash bin icon.

• Automatic Calculation of Amounts
  • Sub Total: Automatically sums up the total amount before GST.
  • GST: Select applicable GST rate from the dropdown (example shown: 9%).
  • Total Amount: Automatically calculates the final amount after adding GST to the subtotal.

• Final Actions
  • Once all fields are filled in:
  • Click Submit to save the Credit Note.
  • Click Cancel if you want to discard or reset the credit note entry.

Summary of Workflow:

Select Client & Project → Enter Credit Note Details → Add Items & Amounts → System Calculates Total → Submit or Cancel

Purpose of Credit Note Module:

• Helps correct overbilling or cancel invoice amounts.
• Maintains proper records linked to original invoices.
• Ensures transparent adjustment between clients and internal accounting.