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: Invoices Overview