When to Credit
There are a number of different instances where you may be required to Credit your Client.
...
| Note | ||
|---|---|---|
| ||
When crediting an invoice containing Time Records, the credit is not linked to the Time Records at all and will not affect any associated time reporting |
Creating a Credit
| Info | ||
|---|---|---|
| ||
Actionstep does not allow the raising of a credit for a client where an invoice was never present. If you are not crediting an Open invoice, find a Closed invoice for the same Client (preferably the same Action). If you are new to Actionstep and this is historical, you may need to create an invoice to credit - this can be a $0.00 invoice. |
In our example the invoice is for $3,266 and the client has paid $3,000. We will credit the remaining $266 and offset it against the invoice.
...
You will see that the total value of the selected items has been credited by default (highlighted in green below). We will need to change this so that only the outstanding amount is credited. To do this click on the Finish button.
The Draft Sales Credit will appear and show the line items being fully credited back.
...
Adjust these to reflect the credit that you would like to apply. In the example we have zero'ed out the consultancy rate line item and reduced the -2,640.00 to -266.00 as per below. This was done by adjusting the Unit sell figure (highlighted below in green).
If you wish to change the account these entries are coded to, please do so in the underlying line items.
At this point if necessary, you are able to delete all the content and add just one line item with the correct detail.
...
SAVE
After you have created the Credit you will want to Apply it. See: Paying and Allocating Credits
| Tip | ||
|---|---|---|
| ||
| Info | ||
See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360001719307-Credit-Notes |