[SM] How to Issue a Credit Memo

Created by Crystal Ann Harvey, Modified on Wed, 23 Jul at 3:24 PM by Crystal Ann Harvey

  • If  credit is needed to an SM Customer, this must be created via the SM module. Issuing a credit invoice via the AR module will not feed back to the SM customer.
  • If you want to give a customer a credit on a work order, enter a negative amount Work Completed line.
  • If the Scope is marked as Flat Price or Non-Billable - a new T&M type scope will need to be added to be able to get to the Billable Amounts.

NOTE: This can be entered either as a negative work completed to the original line type or as a Misc line type.

  •  Once the Work Completed line is created, you will need to bill the work order - this will create a credit to the Customer in AR. 

TIP: You will have to do a 'zero cash receipt' in order to apply this credit to the original invoice, or multiple invoices, as applicable. 

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