Create a Credit Memo
When you post invoices on a job, you can also craft a credit memo to give partial or full credit on an invoice, credit individual job entries, or perform crediting for a certain date range. In this workspace, you can choose an existing invoice and create a credit memo based on it.
Before you can create a credit memo, you must perform invoice selection. Depending on the job setup, you can do this in either the WIP Invoice workspace or Invoice on Account workspace.
To create a credit memo:
Parent Topic: Invoices Procedures