Debit Note Apply invoice

Apply Invoice

Debit Note Apply invoice

Apply invoice is a feature available in the purchase module => debit note view window. In this user can directly apply the debit notes created to the relevant invoice.

Debit Note Apply Invoice

Steps to apply invoice

  • Apply invoice is applied against purchase invoices so firstly user should create a purchase invoice and it shouldn’t be on credit and if so the transaction should be fully paid.
  • Then user can create a debit note against that transaction from purchase module => debit notes or from purchase view => more options itself
  • Then in the future if user enters a transaction with the same supplier, he will be able to adjust the previous debit note amount by using apply invoice function in the purchase module => debit note view => apply invoice
  • By clicking apply invoice function a pending purchase lookup window will popup which shows all the pending invoice amounts from the supplier.
  • Then enter the amount to be adjusted in the invoice and click ok.

Pending Purchase Lookup

Total credit

Total credit is the amount available as debit note in other words the amount to be received from the supplier

#

Serial number of the data in the table

Invoice  no.

Shows the invoice number that is created with the supplier

Invoice Date

The date of invoice created will be shown here

Invoice amount

The total invoice amount to be paid to the supplier will be shown here

Invoice balance

The current balance of that invoice is given here which will change if the user applier any debit notes in the past

amount

User can enter the amount to be adjusted in this column but it shouldn’t be more than credit balance.

If so a validation message saying credit exceeded will popup

ok

To save the adjustment click ok button.