One credit or debit note reported in Tables 9 and 10 of a GSTR-1 return. Process GSTR1 builds one books-side row for every posted sales credit note and every posted customer debit note dated in the return's month, and you never enter it by hand. Credit notes with the Transaction Type BillReturn are purchase returns and go to GSTR-2B instead. A debit note is reported only when its Transaction Type is SaleDebitNote, which interest runs and Add In Books set. Notes with a receiver GSTIN are the registered rows and notes without one are the unregistered rows; both live in this one table. The tax per rate is held in GSTR-1 line items under the note. A return has separate rows for your books side and for the portal side fetched from GSTN, and the two are paired on receiver GSTIN, note number and note type. Save to GSTN sends the books-side notes that are neither ignored nor carried forward, and every unregistered note is sent typed as B2C Large. GSTR-3B subtracts credit notes from box 3.1(a) and adds debit notes to it, and GSTR-9 puts them in rows 4I and 4J. Notes are not in any app menu; you open them from the Credit / Debit Notes rows of the GSTR-1 Overview, and the note page is read-only.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
GSTR1Id | GSTR-1 Header | Lookup → GSTR1 | | The GSTR-1 return the note belongs to. |
Id | Id | Guid | Yes | |
IsCarriedForward | Carried Forward | Boolean | | Set by the Carry Forward decision on a Missing in GSTN row. The note is left out of this return and a copy is added to the next month's return straight away. |
IsIgnored | Ignored | Boolean | | Set by the Ignore decision on a Missing in GSTN row. An ignored note is not sent to GSTN and is left out of GSTR-3B. No later return picks it up. |
Label | Label | Text | | Not filled in by xMatix. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | A reference for the row. A new row is numbered from the Credit/Debit Notes Name Setting (series CDNR). A later run of Process GSTR1 that updates a books-side row renames it after the note number. |
NoteDate | Note Date | Date | | The note's document date. It decides which month's return the note belongs to. |
NoteNumber | Note Number | Text | | The note's own number: on the books side, the name of the credit or debit note in xMatix. Part of the key that pairs the books and portal sides, so it must match the number the note carries on the portal. |
NoteType | Note Type | Text | | Credit or Debit. On the books side, Debit for a debit note and Credit for a credit note. Part of the pairing key. GSTR-3B subtracts a credit note from box 3.1(a) and adds a debit note; GSTR-9 puts credit notes in row 4I and debit notes in row 4J. |
NoteValue | Note Value | Currency | | The note's taxable value plus every tax head, as a positive amount for both credit and debit notes. The Overview's Credit / Debit Notes rows add these values up. |
OriginalInvoiceDate | Original Invoice Date | Date | | The document date of the invoice in the note's Invoice field. Blank when the note is not linked to an invoice. |
OriginalInvoiceNumber | Original Invoice Number | Text | | The number of the invoice the note adjusts, taken from the note's Invoice field. Blank when the note is not linked to an invoice, in which case Save to GSTN sends the note without an original invoice. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PlaceOfSupply | Place Of Supply | Text | | The state code of the place of supply. A credit note uses its own Place of Supply; a debit note uses the place of supply of the invoice it is linked to. Not part of the pairing key. |
ReceiverGstin | Receiver GSTIN | Text | | The buyer's GSTIN. On a credit note it comes from the linked invoice, or from the customer account when the invoice has none; on a debit note it comes the same way. A note with a GSTIN is reported as registered (CDNR) and one without as unregistered (CDNUR). Part of the key that pairs the books and portal sides. |
RecordTypeId | Record Type | Guid | | |
Source | Source | Text | | Books for rows built by Process GSTR1 from your posted notes, Portal for rows imported by Pull from GSTIN (the CDNR and CDNUR sections). Processing changes only Books rows, and a pull replaces the Portal rows of its own section. Save to GSTN, GSTR-3B and GSTR-9 read only Books rows. |
SourceRecordId | Source Record | Guid, hidden | | The credit or debit note in your books that the row was built from. Empty on a copy made by Carry Forward. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified On | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
- GSTR1 — looks up via
GSTR1Id
