Erpnext sales invoice debit note

ERPNext
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1

How I cane create debit note for sales invoice

2

For sales we have to create credit note only,
from sales invoice create → Return / Credit Note and choose the items to retuen and saubmit.

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4

come on mate its right there on TOP.

Do look around for a solution first.

Also please go through the entire docs to know most of the things

To dig deeper, this is the best Youtube resource you can go though

5

Hi @Hamza_Erpnext

@rk_root The author is asking for Debit Note for sale invoice.

A Debit Note is issued to a customer and used as a Rate Adjustment Entry on the Sales side, not just purchases.

:repeat: Use Case (Sales Side):

  • You sent a Sales Invoice to a customer.
  • Later, you find out the rate was too high or there’s a discount that wasn’t applied.
  • Instead of canceling the invoice, you issue a Debit Note to reduce the amount the customer owes.

:clipboard: How to Do It in ERPNext:

  1. Go to Sales Invoice > New.
  2. Set “Is Rate Adjustment Entry (Debit Note)” = Yes (this marks it as a Debit Note from the customer’s point of view).
  3. Reference the original invoice.
  4. Enter only the difference (e.g., if the price was $100 and it should’ve been $90, just credit $10).
  5. Submit.

:bar_chart: Effect:

  • Reduces the outstanding receivable.
  • Keeps the audit trail intact.
  • Adjusts revenue and tax correctly.

:brain: Tip:

Mention “Rate Adjustment Entry” in the Remarks or Purpose field so it’s clear in reports and for your accounting team.

Hope you may a Solution Now.

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