Credit Note with GST-Registered Only

This update makes Credit Notes easier and more accurate for GST compliance.

1. Set GST Registration per Contact

• From the left menu, go to Contacts and click Edit Contact.

• Select Billing Settings.

• Toggle whether the contact is GST-registered or not.

• You can also view a contact’s GST registration status under the Billings tab in Manage Contact.

2. Create a Credit Note with GST Options

• From the left menu, go to Billing → Credit Notes.

• Click Add.

• In the Credit Note form, you will now see two GST options:

  • Apply GST to GST-registered only

  • Apply GST to All

• Select the option that suits your case.

3. Apply GST Calculation in Credit Notes

GST is applied according to the Tax Type you select when creating a Credit Note. In the Credit Note form:

• Choose the Receivable Account.

• Select the Tax Type.

• The Tax Rate will automatically display for clarity.

4. Review the Refreshed Credit Note Details Screen

• After saving, review the updated Credit Note details screen, which has been redesigned for a clearer, more user-friendly experience.