- Go to the top menu → Transaction → Credit Note
2. Add Customer Ledger
- In the Ledger field, select the Customer.
- The Credit column will be filled with the invoice value .
3. Add Rate Difference / Sales Ledger
- Create a new ledger if not already available:
- Ledger Name: Rate Difference A/c (or Sales Return if applicable).
- Ledger Group:
- Indirect Expenses → If you issued a credit note to customer.
- Indirect Income → If supplier gave you credit.
- Enter the Debit Amount equal to the invoice value.
4. Add GST Ledgers (if applicable)
- Select CGST Input Tax A/c, SGST Input Tax A/c, IGST Input Tax A/c (as per invoice).
- Enter the tax amounts in the Debit column.
5. Check Totals
- Ensure that Debit = Credit (as shown in screenshot where total is 1180 on both sides).
6. Save
- Click Save or Save & New.
- Your Credit Note is now created.
