Billing Notes

Track the debit notes you've raised to suppliers and the credit notes issued back to you.

1 min read

The Billing Notes page is where you track every debit note you've raised to a supplier and every credit note issued back to you once a debit note is accepted. It's split into two tabs: Debit Notes and Credit Notes, giving you a complete record of your return requests and their outcomes.

Debit Notes

Every debit note you raise, whether from the Drug List's Separated View or from Create Debit Note, appears here.

Searching

The search bar lets you search by supplier or DRN number. Use the All dropdown to the left to narrow the search to a specific field:

Option	Searches by
All	Both fields combined
Supplier	Supplier name
DRN	Debit Reference Number

The Debit Notes table

Column	Description
Debit Note Details	DRN number and status (e.g. Pending)
Supplier	Supplier the debit note was raised to, with the date and time it was raised
Amount	Debit amount
Actions	Opens a menu with View Details, Credit, and Cancel

Row actions

Action	What it does
View Details	Opens the full breakdown of the debit note
Credit	Marks the debit note as accepted, converting it into a credit note. It then moves to the Credit Notes tab
Cancel	Discards a pending debit note that hasn't been credited yet

A debit note stays in Pending status until it's either credited or cancelled. Once credited, it can no longer be edited or cancelled from here. It becomes a credit note instead.

Credit Notes

Once a debit note is credited, it shows up here as a Credit Note (CRN). This tab uses the same search and filtering as Debit Notes, but only offers View Details from the row's Actions menu, since a credit note reflects a completed transaction.

Column	Description
CRN	Credit note number and status
Supplier	Supplier associated with the credit note, with the date and time it was created
Amount	Credit amount
Actions	View Details

Credit Notes tab
List of completed credit notes with supplier, amount, and view action.

Viewing a note's details

Clicking View Details on either a debit or credit note opens its full breakdown:

Section	What it shows
Header	Who created the note, the supplier, and the note's reference number
Dates & Amount	Draft note date, credit note date (if credited), and total amount
Summary	Subtotal, Discount, Tax, and Grand Total, along with a line-item breakdown
Drugs	Every drug included in the note, with Qty, Free, Cost, Discount, Sub Total, Tax, and Total for each, plus a Grand Total row
Remarks	Any notes added when the debit note was created. Shows No remarks provided if none

Note detail view
Full breakdown of a debit or credit note with header, dates, summary, drugs, and remarks.

Track and adjust

Supplier Ledger

Check how debit and credit notes affected supplier balances.

Drug List

Verify stock levels after processing debit notes.

Supplier List

See which suppliers have pending or resolved billing notes.

Create Debit Note

Raise another debit note if more stock needs returning.

Catalog Share

Create Debit Note