Credited wrong 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 > Invoices tab.
2. Select the Invoice Properties button in the toolbar.

Click the image above to view the Invoice Properties button.

3. The invoice properties window lists the invoice and any linked credit notes.
4. Double click the credit note row shown in red to open it.

Click the image above to view the credit note.

5. The credit note was created using the 'Discount the invoice' method. This is the only method where the steps below can be used to cancel the credit note.
6. Select the Action Menu > Undo Credit option.

Click the image above to see the Undo Credit option.

7. Click Yes to confirm the action.
8. Click Close on the open credit note window.

9. Next set the date of the undo credit note entry, and click save. Suggest this is set to be the data of the credit note. NEW 4.9.0

10. The invoice details window is updated to show the original credit note row, and an additional row for the credit note cancellation. The additional undo credit note row uses the date entered in the wizard.
11. Click Close.

Click the image above to view the cancelled credit note row.

12. The cancellation of the credit note will be transferred to your accounting system the next time you use Connect.

After cancelling a credit note the '% Complete' value for a 'Fixed fee' or 'Percent of project' fee types needs to be updated. Complete the following steps:

1. Open the Project > Financial Summary tab.
2. The % complete for the invoiced sub projects is incorrect after using the 'Undo credit' feature. The sub project in the image below should be 8.47% not 3.47%.

Click the image above to view the Sub Project that needs the % complete corrected.

3. Double click the green Sub Project Name field to open the record.
4. Write down the current value in the 'Sub Project Fee' field.
5. Increase this value by $1, and tab out of the field. This will force the % complete to be re-calculated.

Click the image above to see the adjusted Sub Project Fee.

6. The correct % complete is shown on the pop-up window shown. Do not change this value.
7. Click the Save button.

8. Change the Sub Project Fee back to the original value, removing the extra $1.
9. Save and Close the sub project.

Click the image above to view the correct sub project fee.

10. The financial summary tab has now been updated. The correct % complete value is shown.

Click the image above to view the corrected % complete value.