How to create a client credit note from the job

Use this process if you want to raise a credit note for the full amount of the client Invoice from a job

Step 1: Navigate to the JobBag menu > jobs worklist > find the job number > client invoice tab

Step 2: Select and open invoice > select credit

Step 3: Update Create new credit window

All you need to do is update the date and enter a description. 

No need to update job numbers, kinds or amounts. The reversed amounts, job numbers and kinds are the exact same as the original invoice.

Step 4: Log Credit Note

Note: This next part may need to be performed by a admin/finance user

Select the credit note you want to log ( the credit note should already be ticked)

Finalise the date and period, you have the chance to change before you select ok

Select yes

Step5: Create receipt journal to offset the credit note against the original invoice

Navigate the Accounts menu > Receipt Journals

Note: This will need to be done by an admin/finance user

Need more help?

Please contact support, call 02 8115 8090 or email support@jobbag.com.