Credit notes, recurring invoices and orders
Issue credit and debit notes, set up recurring billing and manage sales orders and challans.
| Document | Use it for |
|---|---|
| Credit note | Reduce an invoice, for example for a return or a discount after billing |
| Debit note | Increase an invoice, for example for extra charges |
| Recurring invoice or retainer | Bill the same customer on a schedule |
| Sales order | Confirm an order before you invoice it |
| Delivery challan | A dispatch document for goods you send |
| Pro-forma invoice | A preview of the bill, for a customer who needs it first |
Tip
If an invoice is wrong after it has gone out, issue a credit note instead of editing it. Your records stay clean.