Invoices Procedures This section describes the steps you need to follow to work with credit memos. Related Topics:Create a Credit Memo When you post invoices on a job, you can also craft a credit memo to give partial or full credit on an invoice, credit individual job entries, or perform crediting for a certain date range. In this workspace, you can choose an existing invoice and create a credit memo based on it. Print a Draft Credit Memo Use these steps to print a draft memo. Submit a Draft Credit Memo To credit an invoice on a job, you must first submit the draft for approval. Note that this applies only if you have set up approval hierarchies for draft invoices. Approve a Draft Credit Memo To issue a credit memo, you must first approve the draft. Note that this applies only if you have set up approval hierarchies for draft invoices. Print a Credit Memo Once a draft memo is completed, you can print the credit memo. Parent Topic: Job Invoices HomeMaconomy User Guides Web ClientJobsJob InvoicesInvoices Procedures
Invoices Procedures This section describes the steps you need to follow to work with credit memos. Related Topics:Create a Credit Memo When you post invoices on a job, you can also craft a credit memo to give partial or full credit on an invoice, credit individual job entries, or perform crediting for a certain date range. In this workspace, you can choose an existing invoice and create a credit memo based on it. Print a Draft Credit Memo Use these steps to print a draft memo. Submit a Draft Credit Memo To credit an invoice on a job, you must first submit the draft for approval. Note that this applies only if you have set up approval hierarchies for draft invoices. Approve a Draft Credit Memo To issue a credit memo, you must first approve the draft. Note that this applies only if you have set up approval hierarchies for draft invoices. Print a Credit Memo Once a draft memo is completed, you can print the credit memo. Parent Topic: Job Invoices HomeMaconomy User Guides Web ClientJobsJob InvoicesInvoices Procedures