How to create credit note for all the flats?

A credit note is issued by the society to residents as a formal document that adjusts or waives off a previously billed amount on an invoice. Mygate provides an option by using which society admin can create Credit notes for all the flats in bulk. 

Please follow the below steps to create a credit note for all the flats:

1. Go to Accounts and select Credit Note Register under Dues and Receipts.

2. Click on Upload Credit Notes.

3. 

4. Select the Batch ID against which the credit notes need to be issued.

5. Download the file and enter the required details in the specified columns.

6. Save the file after updating the data.

7. Click on Choose File, select the updated file, and upload it to issue credit notes in bulk.

8. 

Important notes

• A credit note can be issued for a full or partial amount of the invoice.

• Once issued, the credit note will automatically adjust the outstanding amount of the invoice. If the invoice is already paid, the credited amount will be moved to advance.

• The impact of the credit note will be reflected in the ledger and reports.

• Credit notes cannot be edited once they are created. If any correction is required, the credit note must be deleted and recreated.