How to Create a Debit Note

Introduction #

Managing debit notes is crucial for adjusting bill amounts and maintaining accurate financial records. This article provides a step-by-step guide on how to create and manage debit notes in the Cosmic ERP Accounting module.

Prerequisites #

Before you begin, ensure you have created the necessary bill for which the debit note is being issued.

Steps to Create a Debit Note #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to Accounting System
   • Once logged in, locate and click on the Accounting System from the main menu.
3. Access Purchases
   • In the Accounting System, find and click on the ‘Purchases’ option.
4. Select Debit Note
   • Click on the ‘Debit Note’ option within the Purchases section.
5. Create a New Debit Note
   • Click on the create button to initiate the creation of a new debit note.
6. Enter Debit Note Details
   • Bill: Select the bill for which the debit note is being issued. The amount is automatically selected based on the bill.
   • Date: Choose the date of the debit note from the calendar.
7. Create Debit Note
   • Once all information is entered, click on the ‘create’ button to finalize and save the debit note details.

Conclusion #

Creating a debit note in the Cosmic ERP Accounting module allows for efficient adjustment of bill amounts and ensures accurate financial adjustments. Following these steps will help you maintain clear and precise financial records.