How to Create Debit Note
A Debit Note is issued to a vendor when you return goods, report overcharged invoices, or need to adjust previously issued bills. In Giddh, creating a Debit Note is simple and structured.
Step 1: Search for “New Debit 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 Debit 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/preview/debit-note/list
Step 2: Select an Existing Vendor or Add a New One
In the Customer field, choose the vendor for whom you want to issue the Debit note.
If the customer does not exist in your records, click “Add Vendor”.
Enter all the required customer details, including:
Vendor Name – Full legal name of the Vendor 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 Debit 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 Debit Note” button to save and issue the document.
Once generated:
The credit note will be stored in the Debit 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.
Select the existing Vendor or click on "Add Vendor" to add a new vendor.
Fill the product or service information
Now click on 'generate Debit Note' to successfully generate a debit note
