Debit Notes
Question asked by Victoria Kenning 10 years ago
A supplier has asked for a Debit Note, in order to provide me with a refund. Is there anyway of creating Debit Notes on this software?
Hi Victoria - you don't come across these that often in small companies but, in this case, a "Debit Note" is a document you issue to the supplier to demand a refund, and it usually accompanies the return of goods. Almost certainly, once they receive the debit note they will provide a credit note and the refund.
So, in a way, a debit note is pretty much like a Sales Invoice from you to the supplier, demanding money.
So, if you really wanted to use CBs, what you could do I suppose is raise a sales invoice to them, temporarily changing the Label in your Invoice theme from Invoice to Debit Note, and even using the appropriate purchase account code (rather than a Revenue code) to offset the original cost (much as a credit note would. Then, when the credit note and money comes in you could delete the invoice and enter the credit note or refund (In CBs you can only use credit notes against invoices, they can't be paid off).
This is not elegant, I admit, and so maybe the easiest thing to do is just to type up a letter with DEBIT NOTE setting out the details of the goods or credit you want.
Hope that helps
Best answer![[Archived User]](https://secure.clearbooks.co.uk/themes/evo-community/images/icon_nopicture_180.png){kind=icon}
Hi Victoria
I believe you are referring to a purchase credit note. This can be created if you go to Purchases > Bills > Credit Notes and select create credit note.
Hope that helps.
Many Thanks
Anan
Hi Victoria - you don't come across these that often in small companies but, in this case, a "Debit Note" is a document you issue to the supplier to demand a refund, and it usually accompanies the return of goods. Almost certainly, once they receive the debit note they will provide a credit note and the refund.
So, in a way, a debit note is pretty much like a Sales Invoice from you to the supplier, demanding money.
So, if you really wanted to use CBs, what you could do I suppose is raise a sales invoice to them, temporarily changing the Label in your Invoice theme from Invoice to Debit Note, and even using the appropriate purchase account code (rather than a Revenue code) to offset the original cost (much as a credit note would. Then, when the credit note and money comes in you could delete the invoice and enter the credit note or refund (In CBs you can only use credit notes against invoices, they can't be paid off).
This is not elegant, I admit, and so maybe the easiest thing to do is just to type up a letter with DEBIT NOTE setting out the details of the goods or credit you want.
Hope that helps
Best answerthanks.
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