Credit/Debit Notes Report

Modified on Mon, 7 Nov, 2022 at 5:17 PM

The Credit/Debit Notes Report provides a list of all "open" or un-committed credit and debit notes.

Credit Notes are generated when services included on an invoice are cancelled or the charge for a service is less than the original amount. Cancelling a previously invoiced service or reducing its value prompts the system to "auto generate" a credit note and associate it to the original invoice.

Debit Notes are generated when services included on an invoice are increased in value. This prompts the system to "auto generate" a debit note and associate it to the original invoice.

Tip: Credit and Debit Notes remain open (or "uncommitted") until "committed" in one of two ways:
from the Service Order
from the Credit/Debit Notes Report (see below for details).

How Do I Commit a Credit or Debit Note from the Credit/Debit Notes Report?

Navigation: Invoicing > Credit/Debit Notes

Click "Credit/Debit Notes" to view Report.
Click a "Client name" or "Invoice No." to view details.
Check the box on the right of any credit/debit notes to commit.
Click "Commit."

Credit/Debit Notes Report Explained:

Client: Click Client's Name to access Client Account. To return to report, click "Back."
Invoice: Invoice No. that credit or debit note relates.
Type: Either credit or debit note.
Amount: Amount of credit or debit note.