Details
Actions
| Print template allows user to download or print the Credit Note | |
| E-invoice | User can create an e-invoice for the order. An E-invoice is an electronically delivered invoice in a specified standardized format. |
| Invoiced Amount | Actual price that an end-customer retailer pays to the manufacturer or distributor for a product |
| Clearance amount | Amount given by the customer but not confirmed by the Accounts Department and Cheques deposited in banks but not confirmed by the banks waiting for Clearance. |
| Amount paid | Amount paid by the customer |
Details
This section consists the details about the Credit Note
| Field name | Field Description |
| Invoice no. | Displays Invoice number of the order. An invoice number is a unique record number assigned to each invoice issued |
| Placed on | Date when an Invoice is created |
| Ref no. | Reference number associated with the Credit Note |
| Ref date | Reference date of the Credit Note |
| Payment Type | Payment mode of the transaction |
| Payment Term | Payment terms indicate when and how payments need to be made |
| Due date | Due date by which the payment needs to be made |
| Order no. | An order number is assigned to the goods ordered by the customers |
| LoB | Line of Business segment (LoB) of the order items |
| DC no | Displays the DC(delivery Challan) number. A Delivery Challan is a document that is issued when goods are being transported to another place but they are not exactly meant for sale |
| Sale by | System automatically loads name of the sales manager |
Tax Details
This section contains details of the Taxes added to the order items.
| Field name | Description |
| Tax group | Tax group name of the Taxes added for order items |
| Return no | Return order number associated with the purchase order items |
| Tax rate | Tax rate applied for the order items |
| Tax amount | Total amount of taxes added to the order items |
By clicking on particular Tax Details it navigates to Tax module.
Items
This section contains details of items in an order like items quantity, Item name, Invoiced amount and Taxes added.
| Field name | Description |
| Item name | Displays name of the order items |
| Quantity | Quantity of items ordered |
| SKU | Displays SKU code of the item. A SKU, which stands for Stock Keeping Unit, is a unique identifier for each of the products that makes it easier to track inventory |
| Invoiced qty | Displays quantity of invoiced items of an order |
| Tax group | Tax group name of the Taxes added for order items |
By clicking on particular Item name, it will navigate user to the Items module
| Bill from | Billing address is displayed |
| Bill to | Delivery address of the customer is displayed |
| System Notes | User can comment or enter short notes about the Credit note |
Transactions
Payments
This section contains details related to payments like payment number, payment date, total amount, payment mode and total invoice amount are displayed.
By clicking on specific payment, it will navigate user to the Payments module.
| Field name | Description |
| Adjusted To | Details of the amount which is adjusted to its related invoice, also amount paid, discount added and pending amount are displayed |
| Adjusted from | Details of the amount that is adjusted from its related invoice, also amount paid, discount added and pending amount are displayed |
Activity
| Field name | Field Description |
| Comments | User can write short notes or comments about the Credit Note |
| Audit | |
| Created Date | Date when the Credit Note is created |
| Created By | Name of the person who created the Credit Note |
| Last Updated Date | Last stage changed of the Credit Note |
| Last Updated By | Name of the person who last updated the stage |
| Status | Displays the current status of the Credit Note |
| Time-Line | This widget tracks all the activities within the app. |