Crediting Tab

This section describes the fields and actions on the Crediting tab of the Job Invoices workspace.

Tab Fields

Note: This tab and its fields are only when working on invoices. You can create a credit memo based on the current invoice.

Field	Description
Debit/Credit	This field displays whether the current record is an invoice or a credit memo. Possible values are: Debit - This is displayed if the current record is an invoice. Credit - This is displayed if the current record is a credit memo.
Invoice Type	This field displays the type of invoice. Possible values are: T&M On Account T&M and On Account Pre-Invoice 0-Invoice
Invoice Date	This field displays the date the invoice was issued.
Due Date	This field displays the date on which payment is due for the credit memo.
Payment Status	This field displays the following payment statuses of invoices, pre-invoices, and credit memos: Due - Copy to come. Not Due - Copy to come. N/A - Copy to come. Paid - Copy to come. Reconciled - Copy to come. Not Reconciled - Copy to come. Partially Reconciled- The amount due for the job invoice is partially paid. The status is color-coded yellow if the invoice has a remaining balance and red if there are payments made but the balance is due. This is in the currency of your invoice.
Remainder	This field displays the remaining balance of your invoice, pre-invoice, or credit memo, in the currency of your invoice.
Price Breakdown	This field displays the price to be paid. Click the amount to display an info bubble with the details of the breakdown.
Job Invoicing	Copy to come.
Billing Address	This field displays the address of the bill-to customer. Update the information as needed.

Details Island

Note: This island is collapsed by default.

Field	Description
Invoice Name	This field displays the invoice name. Update the information as needed.
Job	This field displays the job number on the credit memo.
Blanket Invoice	This field displays whether the current record is included in a blanket invoice.
Time Unit	This field displays the time unit used for prices on time activities on the job.
Created	This field displays the date the credit memo was created, and the name of the employee who created it.
Approved	This field displays the date the credit memo was approved, and the name of the employee who approved it.
Printed	This field displays the date the credit memo was printed, and the name of the employee who printed it.
Invoiced on Account	This field displays the amount invoiced on account on the current credit memo. Note: This field is shown only for credit memos based on invoices on account.
Amount Reconciled	This field displays the amount reconciled on the current credit memo. Note: This field is shown only for credit memos based on invoices on account.
Tax 1-3 Reconciled	These fields display the tax amount reconciled on the current credit memo. Note: This field is shown only for credit memos based on invoices on account.
Fully Reconciled	This field displays whether the current credit memo is fully reconciled. Note: This field is shown only for credit memos based on invoices on account.

Tab Actions

Button	Description
Create Credit Memo Selection...	Click this action button to create a credit memo.
Approve Credit Memo Selection	Click this action button to approve the current credit memo for editing. The specification of the draft credit memo is shown in the New Specification subtab.

Attention: The following actions are available only after credit memo approval.

Button	Description
Print Draft	Click this action button to print the draft credit memo.
Print Credit Memo	Click this action button to print the credit memo.
Submit Draft	Click this action button to submit the draft memo.
Approve Draft	Click this action button to approve the draft memo.
Reopen Editing	Click this action button to reopen an approved credit memo for editing.
Close Editing	Click this action button to close editing on the draft memo.