Skip to content
English
  • There are no suggestions because the search field is empty.

How to create a credit reversal for client job invoices

This guide explains how to credit final invoices using full credit notes or partial free-form invoices with negative values.

Step by Step Guide:

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.