How to Create Credit Note
A Credit Note is an official document issued to a customer to adjust or cancel a part of a previously issued invoice. It is commonly used in cases such as product returns, overbilling, or providing post-sale discounts. Giddh makes it easy to generate and manage credit notes efficiently.
Step 1: Search for “New Credit Note”
Giddh offers a powerful search shortcut to help you quickly locate any feature or module:
Press Ctrl + G on Windows or Cmd + G on Mac,
In the search bar, type “New Credit Note”.
Select the New Credit Note option that appears in the search results.
OR
Please refer to this link for the Credit Note page:
https://books.giddh.com/pages/vouchers/credit-note/create
Step 2: Select an Existing Customer or Add a New One
In the Customer field, choose the customer for whom you want to issue the credit note.
If the customer does not exist in your records, click “Add Customer”.
Enter all the required customer details, including:
Customer Name – Full legal name of the customer or business
Mobile Number and Email – For communication and delivery of the credit note
Billing Address – For documentation and tax reporting
GST – Required for GST-compliant credit notes
Step 3: Fill in Product or Service Information
Add the items or services that are being adjusted or returned through the credit note.
For each line item, fill out:
Item Name – Select from your inventory/service list or type manually.
Quantity – Specify how many units are being returned or adjusted.
Rate/Price – The rate per unit (before tax).
Applicable Tax (%) – Select GST based on your tax setup and the nature of the transaction.
Discount – If applicable, enter any discount offered during this adjustment (fixed or percentage)
Step 4: Generate the Credit Note
After carefully reviewing all customer and item details, scroll down to the bottom.
Click the “Generate Credit Note” button to save and issue the document.
Once generated:
The credit note will be stored in the Credit Notes section of your account.
You can download it as a PDF, email it to the customer, or link it with the original sales invoice.
The amount will reflect in the customer’s ledger as a reduction in receivables or as a balance available for future use.
