Debit and Credit Notes Document Types

Document Types are used to categorize Debit and Credit Notes within the system. These types help define the nature of the financial transaction and ensure accurate accounting.

Create a New Document Type

1. Go to Settings > Configuration > Accounting.

2. Click on Document Type.

3. Click the Create Document Type button.

4. Fill in the required Name.

5. (Optional) Enter the name in a second language, if applicable.

6. Select the Transaction Type:

   • Credit Note

   • Debit Note

   • Both

7. Click Save to create the new Document Type.

Edit a Document Type

1. Navigate to Settings > Configuration > Accounting > Document Type.

2. Click on the Document Type you want to edit.

3. Update the Name and/or Transaction Type as needed.

Important: If the Document Type has already been used in a Credit or Debit Note, you will receive an error when attempting to modify the transaction type.

Delete a Document Type

1. Go to Settings > Configuration > Accounting > Document Type.

2. Click on the delete icon next to the Document Type you wish to remove.

3. Click Delete to confirm, or click Back to cancel and return to the list.