So if you’re working on a Job that has been invoiced, but for one reason or another needs to be credited, there’s a simple method to credit that invoice, zero out the job, and have the credited amount show properly on a final PDF.
For example, this this job below:
Here we’ve invoiced the customer for $432.00, and they’ve paid off $150.00. With $282.00 left, we’ve decided that we’re going to credit the remaining balance.
To do that, First we’ll open the relevant revenue to our Invoice:
Next, on the ‘Revenue Details’ screen, you’ll want to go to the Revenue Line Items and click + Item. This will let us add a Discount item to the Revenue for the negative value of what remains on the Invoice.
With the Discount added to the Revenue, all that needs to be done is to open the Invoice, and apply our new Revenue Item to it:
On the Invoice Detail page, click ‘More Actions’ -> ‘Bulk Edit’
From there, under Items click ‘+ Add RevenueItem’ and select the item you just created, make sure it’s invoiced at 100%:
Then just click save and you should see your Invoice credited! If you hit Generate PDF, you’ll see the new credit reflected on the final invoice:
