How To Create Debit Note in Zoho Books

[Zoho Books] How to Raise Debit Note

Steps to Raise Debit Note

First thing first you need to enable debit note under Settings -> Preferences -> General:



Debit note can only be raised upon an Invoiced being approved and send to customer:



You will be able to raise debit note under three doted line button upon invoice being send to customer:



You are required to insert all the relevant details including reasons for the debit note being generated:



You are also required to specify debit note number:



There are 2 available options to generate debit note number:

1. Auto-generating debit note numbers
2. Enter debit note numbers manually



Next you are required to specify description and rate. You may also specify discount and tax if it's deemed applicable:



Now your debit note is ready to be sent to your customer.

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