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Debit notes in SwiftlyBooks

Amounts added to an approved invoice, such as goods left off it. The customer owes and pays them as an invoice.

Add to an invoice

  1. Press Debit note on the invoice. Or press New debit note, choose the customer, then the Invoice it adds to.
  2. Add a line for each thing it adds, and give the Reason.
  3. Press Approve. It gets its number, such as DN-HO-000001, and falls due by the customer's terms.

Fiscalise itIn Zimbabwe

  1. Approving a debit note signs it with ZIMRA, naming the invoice it adds to.

Fiscalise itIn Zambia

  1. Approving a debit note sends it to ZRA's Smart Invoice, naming the invoice it adds to.

Get paid

  1. Press Record payment on the debit note, or record it with the customer's other payments in Payments received.

Good to know

  • To take something off an invoice, raise a credit note instead.
  • A debit note is in the currency of the invoice it adds to.
  • A fiscalised invoice changes only through a credit or debit note.

Related

The same help is in the app: press the ? at the top of any page.

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