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How to create a credit reversal for client job invoices

To credit a final invoice, create a credit note for the full amount. For partial credits, use a new free-form invoice with a negative value. Credit notes reverse source invoices with similar accounting impacts as standard Client Job Invoices.

Steps: 

  1. Navigate to ACCOUNTING > Receivables > Client Job Invoices.
  2. Narrow down your search to an approved and posted client job invoice.
  3. Select the approved Client Job Invoice to be credited.
  4. On the top right on the client job invoice detail page, click CREATE CREDIT.
  5. Enter the desired CREDIT INVOICE DATE and click OK to proceed.
  6. This action will take you back to the Client Job Invoice screen.
  7. Click on the SUBMIT button.
  8. Click the back arrow to return to the Client Job Invoice search screen.
  9. The newly generated credit reversal can now be easily located and processed in a similar manner to regular debit invoices.