I can create a debit note

This tutorial provides a step-by-step guide on creating a debit note in Jules.

Step 1: Navigate to the Invoices and Payables module and select Payables. Set the status of a payable to Open. It's important to note that only open payables can be converted into a debit note.



Step 2: Search for the payable you want to convert into a debit note.



Step 3: Click on the three dots next to the status and select Create a Debit Note.



Step 4: In the following screen, select the template type, volume unit display, currency display, and adjust all the general settings. Once you've filled in all the details, click Save.



Step 5: Modify the debit note computation details if necessary. Add a line by selecting Add a New Row or remove an action by selecting the Delete option.



Step 6: Fill in all the computation details, then click the pencil icon for debit note details. Assign a due date, as it's a mandatory field, and click Save.



Step 7: Choose from the multiple saving options available. You're able to save the debit note as a draft, preview it, or download it. You can also mark it as complete or mark it as complete and downloaded. For this tutorial, save it as a draft.



Step 8: Navigate back to the Payables page and go to the Debit Notes tab. You'll see the newly created debit note in draft status.



Step 9: Select the debit note and mark it as complete, add a payment, approve it, or reject it. Edit the payable or debit note by clicking on the pencil icon, or create a new debit note from scratch by clicking on Create a Debit Note.



Step 10: Alternatively, create a Debit note from scratch by clicking on the Create a Debit Note button.



This concludes the tutorial on creating a debit note in Jules.

Updated on: 02/09/2024