Credit Memo Contents
You select a credit memo template to use for producing each project's credit memos.
You select a credit memo template for a project in the Credit Template field on the Format tab in . You can select the Deltek-provided Default template, or select any custom templates that you created with the Invoice Template Editor in , in the desktop application.
When you use the Default credit memo template, the following apply for the credit memo that you created in Interactive Billing:
- A Credit Memo box displays at the top of the credit memo, instead of an Invoice box.
- The date for the credit memo is the date that you entered on the Billing Session Options dialog box.
- The Professional Services line (with start and end dates for the invoice) does not display.
- The Labor, Expenses/Unit, and Fee sections print only the section headings and the credit amount on one line.
- The Billing Backup report does not print for credit memos.
Parent Topic: Credit Memos