Issue a credit memo for a job
While you can create an invoice for a planning line, you can also create a credit memo for a planning line. This process is useful if you must credit the customer for something that was previously invoiced on a job.
To create a credit memo for a job planning line, follow these steps:
Select the Search for page icon in the upper-right corner of the page, enter jobs, and then select the related link.
Select the job for which you want to issue a credit memo and then open the job card.
Select Navigate > Job Planning Lines.
Select a line with type Billable or Both Budget and Billable with a negative quantity.
Select Process > Create Sales Credit Memo to open the Job Transfer to Credit Memo page.
Select the Create New Credit Memo check box if you want to create a new sales invoice.
Enter the posting date in the Posting Date field.
If you want to update a sales credit memo that has not yet been posted, you can select the document number in the Append to Credit Memo No. field. The program will automatically clear the Create New Credit Memo option.
Select OK.
On the Job Planning Lines page, select the Sales Invoices/Credit Memos action. The Sales Credit Memo page opens, showing the quantity that you have transferred to the invoice.
Make additional changes, if necessary, and then select the Post action.
