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Credit notes and debit notes

Handle sales returns with a credit note and purchase returns with a debit note.

Updated

When goods come back, you raise a note instead of a bill:

  • A credit note is for a sales return — a customer returns something you sold.
  • A debit note is for a purchase return — you send something back to a supplier.

Both work like the invoice editor, so the steps below will feel familiar. See Create an invoice for how the item lines and totals work.

Raise a credit note (sales return)

  1. Open Invoices from the sidebar.
  2. Click Credit note. The editor opens with the title Credit Note.
  3. Pick the customer.
  4. Choose the original invoice using Choose the invoice being returned (recommended). This is available on the phone too. The editor fills the remaining returnable quantities and the original rates, discounts and tax.
  5. Reduce the quantities to the goods actually returned. Earlier linked returns count against the limit, and Save checks the remaining quantity again.
  6. Click Save (Ctrl+S).

A credit note carries no amount “due” — it reduces what the customer owes. In the invoices list it is marked with a Credit note badge and appears only under the All filter.

The Balance column shows a credit as a signed amount, for example -₹236.00 Credit. If the totals strip is negative, it says Credit balance and keeps the minus sign. The calculation stays Total − Received; this display does not record a payment or refund.

Raise a debit note (purchase return)

  1. Open the Debit Note editor.
  2. Pick the supplier (vendor).
  3. Use Choose the purchase bill being returned (recommended) to select the original purchase. The phone and desktop both fill its remaining quantities and original line details.
  4. Reduce quantities to what you are sending back. Save refuses a linked return exceeding what remains on that bill.
  5. Click Save (Ctrl+S).

Notes

  • A return from outside Yojika can still be entered manually. Leave the source unselected, or choose Return without a linked invoice/purchase bill. On a phone, an optional printed reference is in Details. A selected source’s reference is read-only; use the source picker to change it.
  • On a phone, cancelling the source picker preserves the draft. Changing the party clears a linked source and its prefilled lines, so another customer’s or supplier’s bill cannot remain attached.
  • The GST split (CGST + SGST, or IGST for another state) is worked out the same way as on an invoice, from the party’s state.
  • Discounts are per line, prices can include or exclude GST, and totals are rounded to the nearest rupee — exactly as on a normal bill.