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_button: 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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6

I did these steps for entering the debit note. but the outstanding amount didnt change. for context, we have a customer that paid about 2000$. and due to some few differences which is about 0.5 only that was rounded to 1. so the customer outstanding is 1. we need to issue a debit note for that 1 dollar. note that it’s not the only customer with this issue and it’s not always 1. we need a debit note to account for taxes.

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Hi @ahsantareen

I am a bit confused here.

A sales invoice with “is rate adjustment entry” checked: is linked to original invoice, uses 0 quantity, increases the receivable value. ( In scenarios like interest charged on late payment)

However, from your explanation it sounds like the debit note is being used to reduce original invoice value)

Could you clarify are you referring to a credit note or return scenario?

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  1. Credit Note: Issued to reduce the amount receivable from a customer, commonly used for returns, post-invoice discounts, or overbilling corrections.
  2. Debit Note (Rate Adjustment): Used to increase the receivable amount when an invoice needs to be adjusted upward, such as for pricing errors or additional charges.
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