Credit Notes
Record, track and manage credits. Do it hassle-free with Deskera's credit note software.
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Use Credit Notes to Adjust Invoices
Record, Manage and track credit notes on Deskera Books with a single accounting system.
These can be edited and re-issued to clients with ease. With Deskera Books, you can easily amend your invoice document with a credit note, without deleting the record from your system.
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Overstated Invoice, No Problem! Use a Credit Note
Once in a while, everyone makes mistakes, and you are issued with an overstated invoice. This is where you can issue credit notes which will help you adjust your invoice amount.
In these cases, using Deskera Books the original invoice can be cancelled with the issue of a credit note, and thereafter a corrected invoice can be issued.
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Customer Returned Product? Use Credit Notes
One of the most common scenarios is when you would need to issue a credit memo, is when you get the supplied goods returned for any reason.
You can create credit notes in Deskera Books against sales invoices if you need to refund your customers. Customers can use this credit memo to get a refund in future purchases.
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Create Credit Notes Anywhere, Anytime
Create a credit note with contact, amount and account details and apply credit note to your already created invoices using your mobile devices.
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Get Automated Journal Entries for Credit Notes
Apply the credit note against any invoice to reduce the customer’s outstanding balance. Another thing that’s great is the auto-population of the journal entry whenever a credit note is applied.
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Offset Sales Return with Credit Notes
In a bookkeeping double-entry system, a credit note will be entered as a debit under revenues and a credit under accounts receivable. Each credit note shall be recorded and updated property in the accounts to match the balance.
In the Deskera Books, the seller's Journal Entries, the sales return will be recorded.
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Quicker and Faster Credit Note Report Generation
Credit Note is a report for you to take a look at a detailed view of all the credit notes stored in the system.
In Deskera Books you can generate the credit note report which includes the details like credit note creation date, the credit note number, the customer’s name, the credit amount, and the balance amount to be credited. With a single click, you can export the credit note report in Excel or PDF format.
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Frequently Asked Questions
Can I delete the existing credit notes?
Can I edit the existing credit notes?
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