Deltek Vantagepoint Help

View, Print, or Download a Voided Credit Memo

You can view, print, and download voided credit memos in Interactive Billing, AR Review, Invoices, and Files Administration.

Prerequisite

Copies of voided credit memos are retained in Vantagepoint only if the original credit memo was stored as a PDF file when it was created. For this to occur, you must have Store PDF of Final Invoice set to Yes in Settings > Billing > Options when a credit memo is created.

You can view, print, or download a voided credit memo before or after it is posted.

A "Void" watermark displays across each page of the credit memo.

The following table shows you where and how to view, print, and download a voided credit memo.

Application How to View, Print, and Download a Voided Credit Memo
Billing > Interactive Billing
  1. On the Invoice History tab of the Interactive Billing form, select a voided credit memo in the invoices grid and then, on the Actions bar, click Print.
  2. On the preview tab, view the voided credit memo and then click the printer icon to print it, or click the save icon to download it to a location outside of Vantagepoint.
Hubs > Firms > AR Review
  1. In the Accounts Receivable grid on the AR Review form, hover over or select a project's row and click at the end of the row.
  2. In the invoices grid on Invoice Summary dialog box, complete any of the following:
    • In the Invoice column, click the invoice number hyperlink for an invoice that has a credit memo number entered in the Credit Memo column that is a voided credit memo.
    • Hover over or select a voided credit memo's row and click (Preview) at the end of the row.
    • Hover over or select a voided credit memo's row, click at the end of the row, and select Preview Invoice.
  3. On the preview window, view the voided credit memo and then click the printer icon to print it, or click the save icon to download it to a location outside of Vantagepoint.
Hubs > Projects > Invoices
  1. In the Invoices grid on the Invoices form, hover over or select an invoice that has a voided credit memo and click at the end of the row.
  2. Select the Invoice Details option.
  3. On the Invoice Details dialog box, in the Credit Memo Number column in the grid, click the credit memo number, which is a hyperlink.
  4. On the preview tab, view the voided credit memo and then click the printer icon to print it, or click the save icon to download it to a location outside of Vantagepoint.
Utilities > Files Administration See View Voided Billing Invoices and Credit Memos in the Files Administration Utility.