Job Invoice Crediting Single Dialogs Workspace

Use this workspace to perform routine crediting tasks.

This workspace is a simpler alternative to performing crediting tasks in the Invoice Selection workspace, where you can create a credit memo with the same level of detail as a job invoice—for example, you can credit individual job entries, give partial credit, and or perform crediting for a certain date range.

This workspace displays information about a single invoice.

Use this workspace to:

• Credit a job invoice in full.
• Give the customer a discount by crediting a percentage of the invoice amount.
• Generate a credit and reuse the job entries to create an invoice in the same operation. This process involves multiple steps: create a credit memo selection, approve it, print a credit memo, create an invoice selection, modify it, approve it, and print the new invoice.

You cannot perform blanket invoicing in this workspace.

Note: This workspace requires add-on 104.