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  1. Open your Project and Navigate to the Customer Invoice module

    image-20240611-234322.png

  2. Select Order

    image-20240611-234158.png

  3. Right click on Invoice and Select “Create Credit”

    image-20240611-234359.png

  4. Enter Create Date, Reference #, Reason and place a check mark in the Apply field on the line item(s) you wish to apply credit to. Invoice # will be auto-populated based on your previous selection. Amount will be filled in based on the information populated in the middle portion of this window. Note: You can adjust “Credit Quantity” and “Credit Each”.

    image-20240611-234939.png
  5. Select Apply Credit and notice how the lower section populates with your Accounting info.

    image-20240611-235412.png

  6. Select “Save Credit and Close”.

    image-20240611-235625.png
  7. You can now login to the QuickBooks Integration Application and send the Credit to QuickBooks.