What Are Debit Notes?

Modified on Fri, 19 Aug 2022 at 12:17 PM

Debit notes are generated when invoiced services are increased in value or new services are added to an order. Debit notes are mostly used when you Invoice in advance of service delivery. They help you easily manage a client's account balance, allowing you to add additional services to an Invoice, instead of Voiding the Invoice and creating a new one. There is also a system for Credit Notes.

A debit note is associated with the original invoice.
Debit notes can have additional services or service price increases added to the same Debit Note until it is committed.

Note: If your client has not paid their invoice, you can Void the original Invoice, make the Edits and re-invoice, providing your client with 1 updated invoice, instead of creating a Debit Note.

Committing (or applying) Debit Notes

Debit notes can be committed in three ways:

From the Service Order for the Invoice.
On the Invoice.
Using the Credit/Debit notes report.