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.

To submit a draft memo:

1. Under the Jobs menu section, go to Invoices > Crediting tab.
2. Use the search filter and/or the Search field to select a credit memo.
3. In the New Specification sub-tab, fill out the fields as needed.
4. Click Save.
5. Click Submit Draft.