Credit Memo Contents

You select the credit memo template to use for a project in the Credit Template field on the General tab of Billing terms.

Options are the Deltek-provided Default template and any custom templates that you created in with the Invoice Template Editor in Billing > Invoice Template Editor.

When you use the Default credit memo template, the following apply for the credit memo that is 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, Exp/Con/ Unit, and Fee sections print only the section headings and the credit amount on one line.
• The Billing Backup does not print for credit memos.