How to Create a Debit Note (Purchase Return) in LedgerX
Create debit notes in LedgerX to record purchase returns, rate differences, or adjustments—quickly and accurately, with automatic accounting impact.
1
Open Debit Note
Go to Purchase → Debit Note and click Add Debit Note.
2
Select Party & Basic Details
- Choose the Supplier / Customer
- Confirm Debit Note Date
- Enter Purchase Invoice Number (if applicable)
This links the debit note correctly to the original purchase.
3
Add Return Details
Choose one method:
- Item-wise Entry → for returned goods
- Non Item-wise Entry → for discounts or adjustments
Enter quantity, rate, or amount as required.
4
Review Amount & Taxes
- Check auto-calculated totals
- Add Discount, TDS, or TCS only if applicable
- Verify the Net Amount
LedgerX updates the journal automatically..
5
Save Debit Note
Click Save to complete the debit note entry.