Crediting Tab
This section describes the fields and actions on the Crediting tab of the Job Invoices workspace.
Tab Fields
Note: This tab and its fields are only when working on invoices. You can create a credit memo based on the current invoice.
Field | Description |
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Debit/Credit | This field displays whether the current record is an invoice or a credit memo. Possible values are:
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Invoice Type | This field displays the type of invoice. Possible values are:
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Invoice Date | This field displays the date the invoice was issued. |
Due Date | This field displays the date on which payment is due for the credit memo. |
Payment Status | This field displays the following payment statuses of invoices, pre-invoices, and credit memos:
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Remainder | This field displays the remaining balance of your invoice, pre-invoice, or credit memo, in the currency of your invoice. |
Price Breakdown | This field displays the price to be paid. Click the amount to display an info bubble with the details of the breakdown. |
Job Invoicing | Copy to come. |
Billing Address | This field displays the address of the bill-to customer.
Update the information as needed. |
Details Island
Note: This island is collapsed by default.
Field | Description |
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Invoice Name | This field displays the invoice name.
Update the information as needed. |
Job | This field displays the job number on the credit memo. |
Blanket Invoice | This field displays whether the current record is included in a blanket invoice. |
Time Unit | This field displays the time unit used for prices on time activities on the job. |
Created | This field displays the date the credit memo was created, and the name of the employee who created it. |
Approved | This field displays the date the credit memo was approved, and the name of the employee who approved it. |
Printed | This field displays the date the credit memo was printed, and the name of the employee who printed it. |
Invoiced on Account | This field displays the amount invoiced on account on the current credit memo.
Note: This field is shown only for credit memos based on invoices on account.
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Amount Reconciled | This field displays the amount reconciled on the current credit memo.
Note: This field is shown only for credit memos based on invoices on account.
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Tax 1-3 Reconciled | These fields display the tax amount reconciled on the current credit memo.
Note: This field is shown only for credit memos based on invoices on account.
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Fully Reconciled | This field displays whether the current credit memo is fully reconciled.
Note: This field is shown only for credit memos based on invoices on account.
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Tab Actions
Button | Description |
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Create Credit Memo Selection... | Click this action button to create a credit memo. |
Approve Credit Memo Selection | Click this action button to approve the current credit memo for editing. The specification of the draft credit memo is shown in the New Specification subtab. |
Attention: The following actions are available only after credit memo approval.
Button | Description |
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Print Draft | Click this action button to print the draft credit memo. |
Print Credit Memo | Click this action button to print the credit memo. |
Submit Draft | Click this action button to submit the draft memo. |
Approve Draft | Click this action button to approve the draft memo. |
Reopen Editing | Click this action button to reopen an approved credit memo for editing. |
Close Editing | Click this action button to close editing on the draft memo. |
- Related Topics:
- New Specification Sub-Tab
This section describes the fields and actions on the New Specification sub-tab under the Crediting tab of the Job Invoices workspace.
Parent Topic: Job Invoices Fields