In this article, you will learn how to create and apply credit notes within Enhanced Billing Mode.
Creating a Credit Note
You can create a credit note by clicking on the 'Global Create Button', clicking 'Show all...' if the menu is not already expanded, and selecting 'Create Credit' from the 'Billing' Section.
The first thing you'll need to do is select a bill/invoice to create the credit for. Once you have selected a bill, you should see a menu similar to the one shown below.
After specifying the reason for the credit, you are able to choose how to allocate the credit against the timekeepers that have worked on the bill. If you edit the amount against a timekeeper, the 'Sub total' displayed above will also change, as per the screenshot below.
Compared to the first screenshot, the 'Sub total' has now been reduce to 450.00, based on the reduction made to the amount for timekeeper 'Gil Smith'. You can also allocate the credit against any disbursements/expenses in the same manner, albeit without any associated hours.
When you have entered all of the relevant information, click 'Save' to create the credit note. If you would like to immediately apply the credit note you have created, please refer to the instructions below.
Applying a Credit Note
To apply a credit note you have created, click on 'Apply Credit' from the 'Billing' section within the 'Global Create Menu' shown above. You will then want to select the credit note from the first available drop-down field. This will then populate the subsequent section with information on the bill/invoice the credit is being applied to.
Type in a memo (optional) and either manually type in the amount you would like to apply or click on the arrow highlighted below to apply the full amount. You can apply the credit in partial increments, if you so desire.
When you are done, click on the 'Save' button to apply the credit and reduce the amount owing on the selected bill.