How to create Sales Return/ Credit Notes on Mobile

SwipeSwipe
2 min read

Step 1: Go to Create section and Click on Credit Note

Click on credit notes on Swipe dashboard

Type image caption here (optional)

Step 2: Fill in the customer’s details

Click on the “Select Customer” and select the customer you want to create the Sales return/credit note for or create a new customer profile by clicking on the “add customer” button.

Add customer details

Step 3: Fill in the product details.

Click on the “Add Products” and select/ search for the product you would like to add. Now click on “+” to add the quantity of product.

or click on “+ Add New Product" at the top of the screen and type in their details manually.

Add product details and quantity

Step 4: Fill in the other required details.

Add additional, delivery or packaging charges (if applicable any) and create or edit the notes as well as terms and conditions.

Add or edit the notes and terms and conditions

Step 5: Add your signature and click on “create”.

Your Sales Return/ Credit Notes is ready and you can share it via Whatsapp, SMS or Email to your customer by clicking on “Send Bill” at the bottom of the page.

Add signature and save, easy share from Swipe

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Swipe
Swipe

Our Mission is to simplify finance so every growing business can reach its full potential. Empowering businesses across India Welcome to the future of billing with Swipe! We believe in effortless, efficient, and empowering finance management for businesses across India. Swipe is designed to revolutionize the way business owners handle invoicing and payments, making it easier than ever to stay organized and get paid on time. Take a step further with Swipe and experience the simplicity of managing your finances. Who Are We? Swipe is a simple invoicing, payments & GST compliance software trusted and loved by 5L+ SMEs in India. With Swipe, we've streamlined the billing process, eliminating the headaches and complexities of invoicing. We continue beyond just creating invoices. Customize your invoices with your brand colors, choose from different invoice templates, e-Way bills, e-Invoicing, export invoices, GST reports, online store, and much more, all within one app. Let us handle the billing while you focus on what you do best – growing your business!