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