Outward Debit Note (GST)

Here are the steps for Debit Note against Sales transaction. To learn more, you can also watch this RADIX Online tutorial video:

Debit Note against Sales Transaction

For Debit Note against Sales transaction in Radix, first select the desired company.

1. Go to Transactions > Sales > Outward Debit Note (GST).

2. Debit Note against Sales entry form will open. Enter details such as:

Document # - Enter the voucher number here.

Date - Enter the date of the transaction here.

Account - Press F4 button, list of accounts will be displayed. Select the desired account from here or type the account name directly.

In case of a new account, click on New button and Create Account.

Reason for Return - Select a reason for return from the list of options displayed.

You can enter the fields you want and leave rest of the fields blank and proceed.

3. On selecting account, all the account related GST details will be filled automatically. However, if you want you can change them manually.

State of Supplier - To change state code, press F4 button and select from the list of options displayed.

Invoice Type - Select the invoice type from the list of options displayed.

Invoice Sub Type - Select the invoice sub type from the list of options displayed.

Type of Supply - Here, if you are returning goods, then select Goods option, otherwise for Services, select Services option from the list displayed.

AV Calculation Method - Press F4 button and select GST on Net Amount option from the list of options displayed.

In case of a new AV Calculation Method, click on New button and Create AV Calculation Method.

Attracts Reverse Charges? - Tick this option, if buyer is going to pay the tax, otherwise untick the check-box and proceed.

4. In item entry section, enter details such as:

Item - Press F4 button, list of items will be displayed. Select the item you want to return or type the item name directly.

In case of a new item, click on New button and Create Item.

Amount - Enter the amount here.

You can enter the fields you want and leave rest of the fields blank and proceed.

5. You can also add other details such as:

Discount - Enter the discount percentage, discount amount will be directly deducted from amount or enter the discount amount.

Freight Charges - Enter the freight charges here, if any.

Notes - You can enter any account related information here.

You can enter the fields you want and leave rest of the fields blank and proceed.

6. Net amount and GST amount will be calculated. Click on Save button. Outstanding adjustments form will open.

7. In List of Pending Documents, all unadjusted sales bills will be displayed.

8. To adjust debit note against sales entry, select sales bill and press Enter key.

9. Your entry will get adjusted and will be displayed in the List of Adjusted Documents.

10. Click on Close button. Your Debit Note against Sales transaction will be saved.

11. New button will be activated. To do another transaction, click on New button and start again with step 4.