Enter a Sales Debit Note

You can use debit notes1 in the following situations:

Your customer requests extra inventory, which increases the amount of the existing invoice.
An existing invoice, which you fulfilled, was incorrectly calculated.

With this method, you can create a debit note from an existing invoice to retrieve some invoice details.

Create a debit note.
How?
1. In the Home window, click Customers & Sales on the navigation pane.
2. In the Tasks pane, right-click the Sales Invoices icon and select Debit Note and then Create Debit Note from the menu.
In the Invoice No. box, enter an invoice number or use the finder to search for the invoice. Sage 50 will auto fill the debit note with the following invoice details: customer name and address, payment method, salesperson, inventory location, project, shipper name, payment terms and invoice line details (item, quantity, unit, description, tax code and account).
(Optional) Enter the Date.
(Optional) In the Quantity box, enter the quantity of additional amount of goods being shipped.
(Optional) In the Amount box, enter the upward price adjustment.

Note: If you selected an existing invoice, the Invoice Quantity and Invoice Amount fields will show the original invoice information.

With this method, you can create a free-standing debit note.

Create a debit note.
How?
1. In the Home window, click Customers & Sales on the navigation pane.
2. In the Tasks pane, right-click the Sales Invoices icon and select Debit Note and then Create Debit Note from the menu.
In the Customer box, select or enter the customer name.
Select the Payment Method.
In the Debit Note No. box, enter a number after the prefix DN.
(Optional) Enter the Date.
Select items from the list in the Item Number column.
(Optional) Add an amount in the Freight field.
(Optional) Enter or clear the Early Payment Terms.
(Optional) In the Comment box, describe the reason for the debit note.
Click either Process or Print & Process.