Overview:

Job Sales Credits, commonly known as Credit Notes, can be applied to existing Job Invoices created for Jobs that have a Charge Type with a Billing Type of Input Based, Output Based, Quoted, or Input and Output Based. For Jobs with Contract Claim Schedules, negative Contract Claims are used instead (the system will not allow you to apply a Credit note to a Job with a Claim Schedule charge type).

From Job Sales Invoices, use the +New Credit to create a new Credit Note. It is important to know what Job Sales Invoice this Credit Note will be applied to, and this can be searched from the Apply Number field, which will show all possible Job Invoices for the Job indicated on the Job Code field.

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Screen Guide:

Next Steps:

Once the credit has been populated, print it to preview (if necessary) and once approved and finalised it can be sent to the Client.

The credit can be exported to your financial system using Export Control.

Set custom footer on AR Invoices and AR Credits with the appropriate Terms and Conditions and Payment details: Personalised text on Reports - footer & header