Invoice > Create a Credit Note

In WorkBook, a credit note is created via the jobs module. The invoice type credit note is used to credit a previously issued invoice. This can be for the full or partial amount of the invoice, depending on what needs to be credited.

CREATE A CREDIT NOTE

• In the jobs list > select the job

• Click the invoice icon

Open

• Click create new button

• In the create new invoice pop-up box:

  • Select invoice type: credit note

  • Insert correct invoice date

  • In copy data from select nothing

• Click ok

Open

ADD INTRODUCTORY OR FINAL COMMENT TEXT

• You can add introductory notes or final comment text to your credit note via the header tab

• Additional client information can also be added here, including Client PO title and number, account number and GLN location no.

ADD OR AMEND PHASES

• To add or amend phases go to the phases tab

• If required, add description text

ADD LINE ITEMS

When adding items to your credit note, you should choose the activity based on what you are crediting.

• In the activity column, select the appropriate activity from the dropdown list or enter the activity number to refine the list

• If required, amend the activity text (this is the text that will be printed onto your credit note if you choose to show it)

• For time-based activities, add the number of hours in the hours column and the amount will update according to the activity’s hourly rate

• For third party activities, add the amount to be credited in the purchases column

• If you’re crediting any margin, add the % to the profit margin column

• Follow the usual process to submit for approval, print (if required), and finalize the credit note similar to the normal sales invoice.

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