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A credit note posted within the Time Ledger can be used to reduce the recover of an invoice.
To post a Time Ledger credit note
Enter the Time Ledger.
Click Post WIP.
Click Manual Credit Note.
Select the Time Period.
The Post Credit Note direct to Time Ledger screen will be displayed.
To post a credit note:
Date
Enter the posting date of the credit note, for example 1/1/2003.
Ex- VAT
Enter the value of the credit note Ex VAT, for example £200. This will reduce the bill value by £200 and post a write back of £200.
Client
Enter the Client that the credit note is to be posted to.
Job
Enter the Job Type that the credit note is to be posted to.
A Time Ledger credit note can only be posted to one job at a time. If it is required to post to multiple jobs it is recommended that a fees Ledger credit note is used.
Narrative
To add further description to the posting add a narrative. For example, credit note to reduce invoice by £200
Click Post to post the credit note, or cancel to close.