Credit Notes

Use Credit Notes to Adjust Invoices

Just $149 per year

Enterprise-level tool suite.
Small business pricing

YOU PAY

Professional

$149.00

Per user,
Per year

The perfect choice for your new business. Simple, easy and uncomplicated. Setup integrated Accounting, CRM and Payroll in minutes.

YOU GET

Books

  • End-to-End Accounting: From Invoicing, to Receipts, to Bills and Purchase Orders, to Profit & Loss, Balance Sheet, Bank, Cash and Comprehensive Reports and more
  • End-to-End Inventory Management: Serial & Batch Number, Bill-of-Material, Stock Adjustments & Transfer, Pick-Pack-Ship, Dropship & Warehousing with Multi-Warehouses & more
  • Advanced Bank Integration: Connect to more than 10,000 Banks globally and sync your bank-book – no need for manual entries
  • Advanced Accounting: Expenses, Deposits, Advanced Template based WYSIWYG Document Designer, Multi-Currency, Multi-Company, General Ledger, Journal Entry, Subscription, Custom Fields & Attributes, Auditor Interface for Auditors & Book-keepers & more
  • Report Engine: Complete Reporting Engine for Comprehensive Reports – integrated with CRM and Payroll

CRM

  • End-to-End CRM: Deal Management, Contact Management, Pipelines, Activities, Track Sales Activities, Track all sales-conversations in one place, Email integration
  • Marketing CRM: Email Campaigns, Custom Email Templates, Segments, Scheduling, Form-to-Deal
  • Helpdesk & Support: Helpdesk, Microsites with CNAMES, Support Tickets
  • Integration: Integration with over 5000 applications via Zapier, Pabbly and Integrrately. Native Integration with Office365 Email

People

  • People Management: Employee database
  • Payroll Management: Weekly, Bi-Weekly, Twice a Month, and Monthly Payroll
  • Leave & timeoff: Leave Policies, Leave Rules, Apply & Approve Leaves, Time-Off
  • Expense: OCR, Expense Submission and Approval

Manage accounting, inventory, invoicing, payroll, sales, and HR all-in-one from desktop and mobile

Alternative to: Zoho, Quickbooks, Xero, and Zendesk

Run email campaigns, customize a sales pipeline, set up a helpdesk, and use a built-in CRM for great customer interactions

Best for: Bookkeepers, sales teams, and marketers looking to simplify and automate business processes from a single platform

Enterprise

Need advanced features and custom reporting with powerful, off the shelf tools? Contact us to get tailor-made plans best suited for your organization.

Use Credit Notes to Adjust Invoices

Just $149 per year

Overstated Invoice, No Problem! Use a Credit Note

Just $149 per year

Customer Returned Product? Use Credit Notes

Just $149 per year

Create Credit Notes Anywhere, Anytime

Just $149 per year

Get Automated Journal Entries for Credit Notes

Just $149 per year

Offset Sales Return with Credit Notes

Just $149 per year

Quicker and Faster Credit Note Report Generation

Just $149 per year

Significantly More Powerful Credit Notes Features

Improve Your Productivity

You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference.

Just $149 per year

FAQs

Can I delete the existing credit notes?

Yes, you can delete the existing credit notes by clicking on the 3 grey dots button and select the bin button. Take note that you won’t be able to delete credit notes if you have applied them in the Bill and Invoice page.

Can I edit the existing credit notes?

Yes, you can change the details of the existing credit notes that you have created except the contact name and the currency. Change the credit notes details such as accounts, amount, and the tax applied to the respective contacts. Click on the ‘Save’ button after amending.

Why can't I apply for credit notes?

If you are unable to apply the credit notes in your Invoice, you will need to check if you have created the Credit Notes for that contact in the correct currency in the Accounting Tab.

What is the importance of a credit note?

A credit note or credit memo is a way to document any changes that happen to an invoice that has already been paid. It serves as a method to both inform the customer of the change and record the change in a business's financial records. With Deskera Books, you can create and apply credit notes to your invoice with ease.

Who issues a credit note?

A credit note or credit memo is a commercial document issued by a seller to a buyer. Credit notes act as a source document for the sales return journal.

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