Embedded Files
New Debit/Credit Memo Entry
New Debit/Credit Memo Entry
Step 1: New Entry
Step 1: New Entry
Go to the side menu and click 2. Sales.
Select 2.4 Sales Adjustment Memo
Click 2.4.1 Debit Memo or 2.4.2 Credit Memo
Click New Record
Step 2: Enter Debit/Credit Memo Info
Step 2: Enter Debit/Credit Memo Info
Fill in the Memo No. and Amount.
Select the Customer and Currency from the dropdown menus.
Add any Remarks in the text area.
Complete other required fields (e.g., TIN and Service Invoice No.).
Step 3: Enter Particulars and Attachments
Step 3: Enter Particulars and Attachments
Fill in the Particulars section with itemized details or descriptions relevant to the Debit/ Credit Memo.
Attach files under the Attachment(s) section, if applicable (max size: 25 MB per file).
Once complete, click Save to record the entry.
Approval of Debit/Credit Memo Entry
Approval of Debit/Credit Memo Entry
Step 1: Open and Check the Transaction
Step 1: Open and Check the Transaction
In the filter buttons, select the transaction tagged as For Approval.
Double‑click the transaction to open the entry form.
Step 2: Confirmation
Step 2: Confirmation
Review the details and have them checked by the authorized personnel.
To approve the transaction, click the check icon displayed on the right side of the field.
A success notification will display confirming the transaction has been approved.
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