Accounts Receivable | Financial Management
Credit Note Management
Sales returns, discounts and corrections run through credit notes rather than by editing the original, because an invoice the customer has already booked is not yours to change. Each credit note references the original, goes out the same way it did, and adjusts the output tax you already accounted so the return and your customer's claim move together.
What it does
Inside Credit Note Management.
Connect one entity, free. Trigger a sales return on a recent invoice. The credit note drafts against the original, goes out over the network, and the output tax on your return comes down with it.
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Credit note triggers
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Delivery
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Output tax adjustment
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Exemption interaction
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Partial credits
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Audit trail
Where it sits
Part of Accounts Receivable.
Credit Management Limits, exposure and terms evaluated before the commitment. Collections A worked queue ranked by cash at risk, with contact history attached. Disputes and Deductions Contested invoices become cases with owners and deadlines. Cash Application Receipts matched to invoices on the day they arrive. Customer Statements Statements and portal access that reduce the reason to call. Credit and Debit Notes Corrections raised as documents, applied to the invoice they correct. Sales Agreements What a customer committed to, and how much of it they have actually drawn. Customer Rebates Rebates accrued as the customer buys, not discovered at settlement. Customer 360 Quotes, SOs, invoices, receipts, credit limits, contacts and documents on one customer record. Quotes & Sales Orders Approval workflows, version history, line-level discounts, one-click conversion to invoice. Recurring Invoices Subscription-friendly recurring billing. Auto-IRN, auto-WhatsApp send, follow-ups if unpaid. Export Invoicing & SEZ LUT, FIRC, BRC, Form A1/A2 metadata; IGST refund tracking; multi-currency. Sales Tax on Invoices The taxability position and the sourced state applied per line when the invoice is raised, with the exemption certificate checked before an exempt sale goes out.
Run Credit Note Management against your books.
A working session on your structure and a month of your documents.