Managing Debit Notes in Borg Desk ERP

✅Issuing Debit Note
1️⃣Step 1: Login to Borg Desk ERP with Valid Credentials
2️⃣Step 2: Go to Accounts Module → Navigate to Manage Purchase Bills
3️⃣Step 3: Click on Manage Purchase -->Click on Rupee Symbol
4️⃣Step 4: You will see Debit Note form to do any of following adjustments like-
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===>Returned Item Quantity
✔If the debit note is due to returned goods, update the quantity of the returned items.
✔The system will auto-calculate the amount adjustment.

===>Price Discrepancy or Overbilling Correction
✔If there was an overcharge, adjust the per-unit price or total amount.
✔Borg Desk ERP will automatically recalculate the payable amount.

===>Tax Adjustments (GST, VAT, etc.)
✔If there was an incorrect GST or tax rate applied, modify the tax percentage.
✔Ensure that the updated tax values reflect correctly in the invoice.

===>Discount Adjustments
✔If the supplier has provided additional discounts, update the discount percentage.
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5️⃣Step 5: Click on "Generate Debit Note"

✅Tracking Debit Notes
✔Go to Accounts Module → Manage Purchase Bills
✔Click on Manage Debit Note--->Debit Notes History to view all issued debit notes.

✅Applying Debit Notes to Future Purchases
✔If a supplier issues a refund or adjustment, the debit note balance can be applied to the next purchase invoice.

✅Exporting Debit Notes for GST Filing
✔Debit Notes in Borg Desk ERP are GST-compliant and can be exported for tax filing & reporting.
✔Go to Accounts Module → Manage Purchase Bills
✔Click on Manage Debit Note---> Click on Downward Arrow buttonn on top right
✔Find it on Download folder in your PC & Save it

✅Automating Debit Note Notifications
✔Borg Desk ERP allows you to send automated emails & notifications to suppliers when a Debit Note is issued.
✔The system can also generate a PDF copy of the Debit Note for record-keeping.

✅ Benefits of Debit Note Management in Borg Desk ERP
✔ Automates Adjustments: No manual calculations needed.
✔ Linked with Purchase & Tax Reports: Ensures accurate bookkeeping.
✔ GST Compliance: Hassle-free tax filing.
✔ Reduces Errors & Saves Time: Quick and easy debit note creation.

Ready to streamline your Debit Note management? Start using Borg Desk ERP for hassle-free purchase adjustments!

Admin

March 22, 2024

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