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Debit Note Management

Debit notes represent a reversal of a transaction such as a debit order rejection or a credit card charge back.

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Billdozer automatically creates debit notes when it reconciles payments.

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You can also manually create and send a debit note to clients. Once a debit note is created it can be sent either manually or as an automated email notification (see Messaging tab for details).

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You can filter the list items to display if required by selecting the required radio button, Show All – to return all debit notes, with outstanding amount – to return a list of debit notes that still have an outstanding amount, or no outstanding amount – to return a list of debit notes that have no outstanding amount. Additional list filtering can be done by Account, Client, Contract or Ref column as described below.

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By default this screen displays all debit notes that have been created for clients. Information is provided under the following headings:

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  1. Date issued – Shows the date on which the debit note was issued. Click the View Debit Note (magnifying glass) icon next to the date to open a detailed view of the selected debit note.
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    Note: Filter the list by column heading if required (see Common Tasks/Filtering Lists for more details).

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  3. Account – The account number to which the debit note applies.
  4. Client – The name of the client.
  5. Contract – The client contract number, which will be associated with the debit note.
  6. Ref – The reference number of the debit note.
  7. Info – Additional information entered in the Info field on the debit note to provide supplementary information about the debit note.
  8. Total – The total of the debit note.
  9. Pmnt – The payment status of the debit note, for example, Paid, Unpaid, Part-Paid, and so on.
  10. O/s – The amount still outstanding on the original invoiced amount.

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  • James Browning
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