Credit Note Module – EASY Smart Shop ERP Complete Guide
What is a Credit Note?
A Credit Note is a document issued to a customer when the company needs to reduce the invoice amount due to reasons like:
Sales Return
Post Sale Discount
Invoice Correction
Service Issue
Other adjustments
In EASY Smart Shop ERP, the Credit Note module helps manage customer returns, discounts, and invoice adjustments easily.
1) How to Open Credit Note Module?
Go to:
Sales → Credit Note
The Credit Note Entry screen will open.
2) Credit Note Entry Screen Details
A) Select Customer / Supplier
At the top:
Select Customer or Supplier
Select the required customer.
After selecting customer, you can check details using:
Customer Details Button
3) Customer Details Window
Customer information can be entered:
Name
Enter Customer Name
Address
Enter Customer Address
Email
Enter Customer Email ID
Contact
Enter Mobile Number
GST No.
Enter Customer GST Number
State
Select Customer State
Example:
27 – Maharashtra
Click:
OK
to save details.
4) Credit Note Date
Credit Note Date
Shows the date on which Credit Note is created.
Example:
23-Jun-2026
5) Credit Note Number
Enter or generate Credit Note Number.
It is used for tracking and reporting purposes.
6) Credit Note Type
There are two options:
1) Sales Return
Used when customer returns purchased items.
Example:
Customer purchased a printer and returned it.
2) Discount
Used when discount is provided after sales.
Example:
Giving ₹500 discount after invoice generation.
7) GST Reason Selection
Select the reason for creating Credit Note.
Available options:
01 – Sales Return
For returned goods.
02 – Post Sale Discount
For discount provided after sale.
03 – Deficiency in Services
For service-related issues.
04 – Correction in Invoice
To correct invoice mistakes.
05 – Change in POS
For change in Place of Supply.
06 – Finalization of Provisional Assessment
07 – Others
For other reasons.
8) Reference Invoice Selection
If Credit Note is created against an old invoice:
Click:
Select Reference Invoice
Select the invoice.
The system will fetch invoice details automatically.
9) Invoice Number & Invoice Date
After selecting reference invoice:
Invoice Number
Invoice Date
will be displayed automatically.
10) Remark / Reason
Enter the reason for Credit Note.
Examples:
“Material Returned Due To Damage”
or
“Discount Given As Per Customer Request”
11) Item Selection
Select items from:
Select Items
Example:
Printer
CCTV Camera
Cable
Software
12) Item Details
After selecting an item, details will appear:
Unit
PCS / Nos / Box
Description
Item Name
GST Rate %
GST Percentage
HSN
HSN Code
CGST Rate
Central GST Rate
SGST Rate
State GST Rate
IGST Rate
Integrated GST Rate
Item Type
Item Category
13) Quantity & Rate Details
Enter:
Return Quantity
Quantity returned by customer
Rate
Item selling rate
Discount %
Discount percentage (if applicable)
Amount
Total item amount
14) Add Item
After entering item details:
Click:
Add Item
The item will be added to the Credit Note list.
15) Credit Note Calculation
The system calculates:
Taxable Amount
Amount before GST
CGST
Central GST amount
SGST
State GST amount
IGST
Integrated GST amount
Tax Amount
Total GST
Total Amount
Final Credit Note value
Round Up
Rounding adjustment
Credit Note Amount
Final credit amount given to customer
16) Save Credit Note
After checking all details:
Click:
Save (F5)
Credit Note will be generated.
17) Print & Email Options
Available options:
Print (F6)
Print Credit Note
Print Preview (F7)
Check preview before printing
E-Mail Invoice (F8)
Send Credit Note through email
18) Credit Note Management
To view previous Credit Notes:
Open:
Credit Note Management
Select:
From Date
To Date
Customer
Click:
View
The list shows:
Credit Note ID
Invoice Date
Customer Name
Credit Note Number
Total Amount
Invoice Number
Updated By
19) Additional Options
New Credit Note
Create new Credit Note
Edit Credit Note
Modify existing Credit Note
Export Excel
Export Credit Note report into Excel
Print
Print report
Benefits of Credit Note Module in EASY Smart Shop ERP
✅ Manage Sales Returns easily
✅ GST compliant Credit Notes
✅ Invoice correction facility
✅ Customer balance adjustment
✅ Automatic GST calculation
✅ Easy reporting
✅ Excel export facility
EASY Smart Shop ERP Credit Note Module makes Sales Return, Discount Management, and Invoice Adjustments simple, accurate, and faster.
