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Advice: Raising Credit Memos for project invoices — Cloud Customer Connect
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Advice: Raising Credit Memos for project invoices

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edited Oct 27, 2020 3:25PM in Project Management 3 comments

Summary

Advice: Raising Credit Memos for project invoices

Content

Hi,

- User raised the final invoice on a project for £25k
- However, there was an earlier amount of £45k still in events so the amount raised was £70k.
- User subsequently tried to cancel the £45k but in error then raised two credit notes in the system
- User then raised two invoices to cancel both credit notes after putting back the events deleted in error.
- Credit notes were unable to be transferred to AR and projects. Hence, on the project overview the invoice amount is £160k where it should be £70k.

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