Discover the Best Credit Note Bill Format for Customer Support

Credit note bill format for Customer Support

credit notes are created when your clients customer returns the goods if the customer has paid for all his existing invoices and wants the refund to be applied towards a next available invoice the refund amount can be added in the form of credit amount . if the invoice is pending the credit note can be applied to the same invoice . you should always record credit note applied against existing or future invoice of that customer it is mandatory for accounting and GST return filing let's see how to record credit note against an invoice after you log in to govern ports from the homepage select a client remember that for any client all GST related invoices bills and GST returns can be done only in leisure view from the menu bar on the left select sales menu from that menu click on cells register select the credit notes tab from the drop-down list on the top right corner all the credit notes are displayed select that credit note which you want to apply the credits to next invoice when the credit note opens click on more option on the top right corner click on apply to invoice the apply credits window opens the customer name and the total credits of the selected credit nerd gets prefilled enter the date when the credit is applied select the invoice from the available list dot the amount field is prefilled you can also change the credit amount if needed click on save to save the credits to be applied on the invoice now the credit note also has the details of credit supplied the status of the credit note changes to closed thus credits has been applied against an invoice