Discount a disputed invoice

Setup required before use	Who Can Use It?	Where Is It?
Credit number settings Sync Tax adjustments to accounting system Create a credit note document template	Project manager Director Administrator System Administrator	Projects > Invoices tab

1. Open the Project > Invoice tab.
2. Locate the invoice that needs to be discounted in the list.
3. Click the 'Adjust the invoice value using a credit note' button in the toolbar.

Click the image above to see the credit note button.

4. Select the 'Discount the invoice' option and click Next. This credit note option is used to discount the invoice by a fixed value and does not affect the linked transactions.

Click the image above to view the credit note options.

5. Type the discount amount into the 'Credit (ex tax)' or 'Credit Inc Tax' columns.
6. Enter the discount amount against the sub project rows until you have reached the required value. i.e. Enter $500.00 (ex tax) to discount the disputed invoice as negotiated by the project manager.
7. Select a date from the calendar to use as the 'credit note date'. This is commonly set to the same date as the invoice date.
8. Click Finish.

Click the image above to see where to enter the credit discount value.

9. The invoice can be seen in the list with the credit value of $550.00 (inc tax) applied.
10. Click the Invoice Properties button to view the details of the credit note.

Click the image above to view the credit note details in the Invoices tab.

11. Print the credit note by clicking the 'Create word invoice' button in the toolbar with the credit note line selected.
12. The generated word document can be sent to the client. Learn more about printing credit notes.

Click the image above to view the print credit note button.