Credit Note / Sales Return – Quick Guide
Create credit notes easily to record sales returns, discounts, or invoice corrections—without redoing the original invoice.
1
Open Credit Notes
Go to Sales → Credit Note and click Add Credit Note.
2
Choose the Customer and (if applicable) link the original Sales Invoice. LedgerX auto-fills key details for accuracy.
3
Add Return Details
Add returned items or adjustment amounts:
- Item-wise (quantity-based return)
- Or non-item adjustments (price correction, discount)
4
Review Tax & Amount
Check GST, discounts, and net amount.
The system calculates totals automatically.
5
Save the Credit Note
Click Save to post the credit note and update customer balance instantly.