The next step is to create a bill payment for your client (payee) because in the background, CORE creates a system vendor bill for the above project credit transaction. You have successfully issued a credit memo as a project credit. Check Field Descriptions above for details. Click Add and enter the required information in the top row of the grid.Project on which you want to apply the credit.On the Create Credit Memo screen, select Type as Project Credit.Click Create Credit Memo on the top-right.Open the Credit Memos screen from the side menu > Billing > Transactions.To create a credit memo for a project credit, watch this video or follow these steps: It can be entered and edited using the formatting toolbar. For paid subscriptions, this limit is 50 recipients at a time. However, if you are using a trial version of CORE, it does not allow more than 3 distinct recipients at a time. You can click on the Choose Contact icon to open the Address Book and select multiple individuals or groups to email. You can send an email to multiple recipients and also copy them using the CC and BCC options. It helps in classifying and reporting transactions. Transaction entity that is associated with a credit memo. In case of Refund Retainer, it is the retainer refund amount. It is the sum of all credit line amounts in the grid.Īccount where a credit memo transaction is posted, such as the income, expense or bank account.Īmount credited to the client. Refund Retainer: This credit option is used to refund clients for their retainer. It can also be given as a refund on a payment.
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