[vc_row full_width=”stretch_row” gap=”30″ full_height=”yes” content_placement=”middle” css=”.vc_custom_debitnote_hero{padding-bottom:32px !important;background-color:#f1f0fc !important;}”][vc_column width=”1\/2″ css=”.vc_custom_1778502488978{margin-bottom:16px !important;}”][vc_column_text]<\/p>\n
Purchase Adjustments<\/p>\n
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You can also start from a supplier or purchase-invoice context when you are already reviewing the transaction. Both entry points lead to the same debit-note workflow.<\/span><\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_debitnote_steps{padding-top:32px !important;padding-bottom:24px !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″] Go to the Debit Note section under Purchases. This is the main place to view existing debit notes and create a new one.<\/p>\n Start a new debit note and select the supplier or party for the adjustment.<\/p>\n Use the invoice-linking option to select the purchase invoice that the debit note relates to.<\/p>\n myBillBook brings the relevant invoice information into the debit note workflow so you can work from the original transaction instead of entering everything again.<\/p>\n Update the affected item, quantity or value according to the supplier-side adjustment you need to record.<\/p>\n Check the supplier, linked invoice and adjustment details, then save the debit note.<\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_debitnote_alt{padding-top:32px !important;padding-bottom:32px !important;background-color:#f1f0fc !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″] The important part is the same: the debit note should be linked to the correct purchase invoice so the adjustment remains connected to the original transaction.<\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_debitnote_benefits_head{padding-top:32px !important;background-color:#4c3cce !important;}”][vc_column] Keep the debit note tied to the supplier transaction it belongs to.<\/p>\n [\/vc_column_text][vc_empty_space][vc_column_text css=”.vc_custom_debitnote_card{padding:18px !important;background-color:#ffffff !important;border-radius:5px !important;}”]<\/p>\n Work from the linked purchase invoice rather than recreating the complete transaction manually.<\/p>\n [\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_column_text css=”.vc_custom_debitnote_card{padding:18px !important;background-color:#ffffff !important;border-radius:5px !important;}”]<\/p>\n Use the dedicated Debit Note section under Purchases to view and create supplier-side adjustments.<\/p>\n [\/vc_column_text][vc_empty_space][vc_column_text css=”.vc_custom_debitnote_card{padding:18px !important;background-color:#ffffff !important;border-radius:5px !important;}”]<\/p>\n Adjust only the affected items, quantities or values when the complete purchase does not need to be changed.<\/p>\n [\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_debitnote_when{padding-top:32px !important;padding-bottom:32px !important;background-color:#f1f0fc !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″] Use a debit note when the amount connected to an earlier purchase needs to be increased or corrected.<\/p>\n Create a debit note when an extra supplier-side charge needs to be connected to the original purchase transaction.<\/p>\n Record only the affected item, quantity or value when the complete purchase does not need to be changed.<\/p>\n Use a debit note instead of changing the original transaction when you need a distinct record of the adjustment.<\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_debitnote_check{padding-top:32px !important;padding-bottom:32px !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″] Confirm that the selected supplier or party matches the original purchase transaction.<\/p>\n Link the debit note to the relevant purchase invoice so the adjustment remains traceable.<\/p>\n Review the specific part of the purchase being adjusted before saving the debit note.<\/p>\n Check that the debit note reflects the actual supplier-side adjustment you intend to record.<\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_debitnote_limits{padding-top:32px !important;padding-bottom:32px !important;background-color:#f1f0fc !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″] In myBillBook, Debit Note is available under Purchases and is used for supplier-side adjustments. Credit Note is handled separately under Sales.<\/p>\n Invoice linking is important because the debit note should remain associated with the purchase being adjusted.<\/p>\n If only part of the transaction is affected, update the relevant item, quantity or value instead of changing the entire purchase.<\/p>\n Where GST applies, the adjustment should follow the relevant original transaction and current GST requirements.<\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_debitnote_diff{padding-top:32px !important;padding-bottom:32px !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″]<\/span>\n\t\t\t\tHow to Create a Debit Note in myBillBook\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]<\/p>\n
Step 1: Open Purchases \u2192 Debit Note<\/h3>\n
Step 2: Create a New Debit Note<\/h3>\n
Step 3: Link the Relevant Purchase Invoice<\/h3>\n
Step 4: Review the Invoice and Item Details<\/h3>\n
Step 5: Enter the Required Adjustment<\/h3>\n
Step 6: Review and Save<\/h3>\n
<\/span>\n\t\t\t\tYou Can Also Start from the Supplier or Invoice\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]If you are already reviewing a supplier or purchase invoice, you can start the debit-note action from that transaction context instead of first opening the Debit Note list.<\/p>\n
<\/span>\n\t\t\t\tWhat the Debit Note Feature Helps You Do\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_debitnote_benefits{padding-top:32px !important;padding-bottom:32px !important;background-color:#4c3cce !important;}”][vc_column width=”1\/2″][vc_column_text css=”.vc_custom_debitnote_card{padding:18px !important;background-color:#ffffff !important;border-radius:5px !important;}”]<\/p>\n
Link Adjustments to Purchase Invoices<\/h3>\n
Reduce Repeated Data Entry<\/h3>\n
Manage Debit Notes from One Place<\/h3>\n
Record Partial Adjustments<\/h3>\n
<\/span>\n\t\t\t\tWhen to Use the Debit Note Feature\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]<\/p>\n
A Purchase Needs an Upward Adjustment<\/h3>\n
Additional Charges Need to Be Recorded<\/h3>\n
Only Part of the Purchase Needs Adjustment<\/h3>\n
You Need a Separate Adjustment Record<\/h3>\n
<\/span>\n\t\t\t\tWhat to Check Before Saving a Debit Note\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]<\/p>\n
Correct Supplier<\/h3>\n
Correct Purchase Invoice<\/h3>\n
Correct Item, Quantity or Value<\/h3>\n
Final Adjustment Amount<\/h3>\n
<\/span>\n\t\t\t\tImportant Things to Know About Debit Notes\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]<\/p>\n
Debit Note Is a Purchase-Side Adjustment<\/h3>\n
Link the Correct Original Transaction<\/h3>\n
Partial Adjustment Does Not Require a Full Purchase Change<\/h3>\n
Tax Treatment Depends on the Transaction<\/h3>\n