Debit Notes

Dispatch Science now supports the creation and issuance of Debit Notes, allowing users to manually charge accounts for specific fees or adjustments.

How to Create a Debit Note

1. Navigate to Transactions:
   • Go to Accounts → Transactions.
   • Click on the New Transaction dropdown and select Create a Debit Note.
2. Enter Debit Note Details:
   • Enter the Account Name.
   • Select the Document Date using the calendar icon.
   • Click + Add Item.
3. Add Line Items:
   • Select an Item from the dropdown.
   • Add a Description, Tax Region, and Amount.
   • Optionally, add a Memo.
   • If you would like the debit note to be sent automatically, check the Automatically send debit note option.
   • Click Save.

Creating a New Debit Note Item Type

To create a new item that can be used in a debit note:

1. Go to Settings → Configurations → Accounting.
2. Select Accounting Items, then click New.
3. Complete the form, select Debit Note as the Type, and click Save.