This module is used to create sales returns ( Credit notes).
Create sales return (Credit Note):
- Go to the Sales module in the left sidebar.
- Click on the Sales Return button.
- Click on the Create sales return button or press the Alt+N key.
|Customer||Select the customer for creating a credit note.||When you select a customer, the invoice list opens in the sidebar. From there you can select which invoice item to return.|
|GSTIN/UIN||As you select the customer, the GST number will automatically come here from the ledger.||This field is disabled.|
|Prefix||Here write the credit note Prefix.|
|Credit no.||Credit no is auuto-generate.|
|Credit note date||Here write the credit note date.||Mandatory field|
|Billing address||If you have written the address in the customer ledger then as you select customer, the Billing address will automatically come here.||Mandatory field|
|Shipping address||Here write the shipping address. If the shipping address is the same as the billing address then click on the “same as billing address” checkbox.|
|Billing Pincode||As you select the customer, the Billing Pincode number will automatically come here from the ledger.||Mandatory field|
|Billing State||As you select the customer, the Billing state will automatically come here from the ledger.||Mandatory field|
|Shipping Pincode||Here write the shipping address Pincode.||Mandatory field|
|Shipping State||As you write the shipping Pincode, the shipping state will automatically come here.||Mandatory field|
|Checkbox for Transport labels and E-way data||If you require to add transportation data and E-way data then click on this checkbox.|
|LR. no.||Here write LR. no.|
|Vehicle no.||Here write vehicle no.|
|Transporter name||Here write the transporter name.|
|Transporter doc date||Here write the transporter document date.||Mandatory field|
|PRODUCT/SERVICE||Here is data auto-showing from the original sales invoice.|
|ORG. INVOICE NO||Here is data auto-showing from the original sales invoice.|
ORG. INVOICE DATE.
|Here is data auto-showing from the original sales invoice.|
|ORG. QTY||Here is data auto-showing from the original sales invoice.|
|QTY||Here write the sales return quantity.||Mandatory field|
|RATE (₹)||Here write rate.||Mandatory field|
|GST RATE(%)||As you select the item, GST Rate automatically comes here from the item master.|
|CESS(%)||Here write the CESS percentage.|
|AMOUNT (₹)||As you write item name, item quantity, item rate, and discount then the amount will show here.|
|Special notes||Here write a special note for this credit note.|
|TCS section||Here select the TCS Section rule.|
|TCS (%)||As you select the TCS Section rule, TCS (%) will come here.|
|Auto round off||This checkbox is used for the total amount set in the round.|
|Save & next||This button is used to save the sales return and page redirect on the same page.|
|Save||This button is used to save the sales return and page redirect on the Sales return listing page.|
|Alt+S||Save & Next – This shortcut is used to save the credit note.|
|Alt+P||Save & Print- This shortcut is used to print credit notes.|
|Alt+D||Discard- This shortcut is used to discard the credit note.|
|Alt+C||Cancel- This shortcut is used to cancel the credit note. ( work as for Back button)|