Credited items are not in WIP

After crediting the full value of the invoice the transactions are not shown in WIP. Learn how to return the credited transactions so they can be included on a future invoice. The steps included in this topic are only required if you have credited the invoice using the 'Discount' credit method.

ClosedGetting Started

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

Problem

I credited 100% of an invoice by discounting the full invoice amount and now I can’t find my WIP? How do I get my transactions back to WIP and what should I do next time?

Solution

In this scenario the credit note was created using the 'Discount the invoice' method. The full value of the invoice was credited using the discount method, which does not return the transactions to WIP. The following option is only available if 100% of the invoice has been credited.

ClosedReturn the transactions to WIP by
  1. Open the Invoice that has been 100% credited by double clicking the row in the list. If you cannot see the invoice in the list change the filter to 'All'.

Click the image above to view an invoice that has been 100% credited.

  1. Select the Action Menu > Return attached transactions to WIP option.

Click the image above to view the Action menu options.

  1. Click the Yes button to confirm the transactions should be returned to WIP.
  2. The invoice will be refreshed, and there will be no linked transactions. The transactions can now be seen in the Time and Expenses tab as 'Approved' status, which means they can be included on a future invoice.


Click the image above to see the confirmation pop-up message.

  1. Close the open invoice.

Tips:

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