Billoxy · Features
DesktopPurchase Invoice
Menu Purchases → Purchase Invoices (`/purchase/invoices`). Record supplier bills (and returns / credit / debit notes), track open payable balance, create Payment Out from preview, and link back to Purchase Orders.
Return, Debit & Credit Notes
Purchase Invoice Preview includes extra actions — Create Return, Debit Note, and Credit Note — so you can send goods back or adjust supplier balances without losing the link to the original invoice.
Why these actions exist on Purchase Invoice
- Unlike a simple PO, the finalized Purchase Invoice is the bill you may need to adjust after receipt
- All three start from Purchase Invoice Preview so the adjustment stays linked to the source bill
- After posting, recheck open / remaining and Payment History — net payable may change
- Stock may move for returns — see Stock for In/Out warehouse context
Product screenshot coming soon
The three actions
Create Return
Purchase Return when goods/services are sent back — quantities and value reduce what you effectively owe; often impacts stock.
Debit Note
Debit note against the supplier invoice for claims (shortage, price difference, quality) as per your GST/accounting practice.
Credit Note
Credit note linked to the purchase invoice when the supplier grants credit or you record the matching credit document.
How to start from preview
- 1Open the purchase invoice → Preview
- 2Choose Create Return, Debit Note, or Credit Note from the actions / more menu
- 3Form prefills supplier and (where applicable) lines from the invoice — edit qty/amount as needed
- 4Save / Create the adjustment document
- 5Return to invoice preview — confirm open amount and related documents
When to use which
- Return — physical or service return of billed lines; goods leave your warehouse / stock
- Debit Note — you raise a debit on the supplier for under-delivery, damage, or agreed claim without (or in addition to) a full return workflow
- Credit Note — supplier-side credit or your recording of credit against the purchase bill
- Always keep the original invoice; adjustments are separate linked documents, not silent edits of paid history
Product screenshot coming soon
After Return / Debit / Credit, open amount on list and preview may change. Pay only the new remaining open via Bank or Cash so you do not overpay the supplier.
Frequently asked
Can I create Return from the list?+
Start from Purchase Invoice Preview so the return/debit/credit stays linked to that invoice. Open View on the row first.
Do these replace payment?+
No. They adjust the bill. You still use Add Payment (and Payment History) for cash/bank settlement of whatever remains open.
Is this available on Purchase Order preview?+
Create Return, Debit, and Credit are purchase-invoice preview actions. PO preview focuses on Generate Purchase Invoice and related invoices. See Purchase Order.
Related features
Preview, Templates & Share
Purchase Invoice Preview is the hub — PDF templates, download/print, Email/WhatsApp, open balance, Add Payment, Payment History, and Create Return / Debit / Credit.
View featureOpen Amount & Payable Balance
On both the list and the preview, Billoxy shows how much of the purchase invoice is still open — the remaining amount you can pay — so partial payments, returns, and debit/credit notes stay clear.
View featureAdd Payment (Bank & Cash)
From Purchase Invoice Preview, Add Payment settles part or all of the open amount using a company Bank or Cash account — the same <a href="/features/payment-out">Payment Out</a> flow used across Billoxy.
View featureReady to try Return, Debit & Credit Notes?
Jump into Billoxy and see it in action on your own data.