Easily Link Credit & Debit Notes to Invoices

Platform: 🌐 Web

This new feature simplifies the process of creating credit and debit notes by automatically linking them to relevant sales or purchase invoices. When a party is selected, the system fetches eligible invoices and auto-populates the note with corresponding items and details.

This feature is perfect for:

• Businesses managing frequent returns or adjustments

• Users who handle serialized, batched, or godown-specific inventory

• Anyone looking for faster, error-free credit/debit note creation

What is the value?

• Saves Time: Auto-fetches invoice and item details—no more manual entry.

• Reduces Errors: Ensures quantities and pricing match original invoices.

• Prevents Duplicate Notes: Restricts linking to one credit/debit note per invoice, avoiding confusion.

How to use: Link to help article