Purchase

How to Generate Purchase Return / Debit Note

The Purchase Return Module in Easy Khata allows you to return goods or services to your suppliers that were received in excess, damaged, or not accepted. This helps in adjusting inventory, managing supplier credits, and maintaining accurate purchase records.

Why You Should Use the Purchase Return Module

  1. Purpose
    • Return unwanted or damaged goods to suppliers

    • Automatically reduce stock from inventory

    • Adjust refunds or credits against future purchases

    • Maintain accurate purchase return records for audit and compliance

    • Generate GST-compliant return documents

  2. Key Features
    • Link to Original Purchase Invoice – Return against specific invoices

    • Partial or Full Returns – Select only returned items and quantities

    • Automatic Stock Adjustment – Inventory updates automatically

    • Credit Note Generation – Issue supplier credit/refund documents

    • PDF Download & WhatsApp Sharing – Easily share return details

    • Reports – Analyze purchase returns by supplier, item, or date

  3. Step-by-Step Instructions
    A. Create a Purchase Return
    1. Go to Dashboard > More > Purchase Returns

    2. Tap Add Return

    3. Select the original Purchase Invoice

    4. Choose returned items and enter return quantity

    5. Enter reason, tax, and any notes

    6. Tap Save to create the return entry

    B. Share or Print
    • Download the return as a PDF

    • Share via WhatsApp or Email

    C. Apply Credit/Adjustments
    • Easy Khata generates a credit note for the return value

    • Adjust this note against future purchases

    D. View Reports
    • Go to Reports > Purchase Return Reports

    • Filter by supplier, product, date, or reason

  4. Best Practices
    • Link returns to original invoices to maintain traceability

    • Check inventory after return entry

    • Keep communication proof with suppliers for returns

    • Review return trends regularly for audits and analysis

Conclusion

Simplify supplier returns and stay audit-ready with the Easy Khata Purchase Return Module — designed for transparency and control.

Call to Action

Start managing purchase returns with automated stock updates and credit tracking today!