The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.
How to use:
This form has six columns, including item number, description, quantity, UOM (Unit of Measure), Unit Price, and Line Total.
This debit note template contains regular fields that are seen in the default template shipped with our app. In addition to that, it also contains two custom fields - Agent and Ref#, as well as a custom column, UOM (Unit of Measure). Agent and Ref# are custom fields that are added to the InvHdr database table, and the UOM field is added to both the Product and InvBdy database tables.
Debit Note vs. Invoice
A debit note is a note indicating an amount owed by a person or company and serves the same function as an invoice. A debit note or debit memorandum (memo) is a commercial document issued by a buyer to a seller as a means of formally requesting a credit note. A seller might also issue a debit note instead of an invoice in order to adjust upward the amount of an invoice already issued (as if the invoice is recorded at the wrong value). A debit note is raised in a number of cases, as given below: a) If Material is received in short supply, 2) If excess rate is charged by the party, 3) If anything that is not mentioned in the purchase order is charged by the party in the invoice, like freight, loading, unloading, etc. As a comparison, an Invoice is prepared whenever goods are sold to the customer and contains the item description, item code, quantity sold, rate per unit, unit of Measure (UOM), total amount, tax, etc.
An Invoice is raised under the following circumstances: 1) when there is a buyer and a seller; 2) when a sale transaction happens and title to the goods passes on to the buyer; 3) A complete list of such goods dealt with by an enterprise is registered with the VAT authorities (See more examples at VAT invoice templates (c6008).
You can think of a debit note as a document used by a purchaser to inform a vendor of the quantity and dollar amount of goods being returned and request that the dollar amount be returned to the purchaser. A debit note is often used to return goods on credit. The vendor then issues a credit note to the purchaser, indicating that the goods have been received and that the purchaser will not have to pay for them.
Debit notes are generally used in business-to-business transactions. Such transactions often involve an extension of credit, meaning that a vendor would send a shipment of goods to a company before the goods had been paid for. Although real goods are changing hands, until an actual invoice is issued, real money is not. Rather, debits and credits are being logged in an accounting system to keep track of inventories shipped and payments owed.
Format and Specification
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||16.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|