We told a client that we would give them a substantial credit for choosing us as a return client. Their invoices was based on T&M and I want them to be able to see that we are giving them a credit. I can’t figure out how to apply the credit so that it is visible on the invoice though. We’ve done this with a past client and wrote on the invoice a credit of X amount would be applied but they paid the full amount anyways and we don’t know if they didn’t see the memo or didn’t want to chance having a balance. I would like to avoid that on this one and in the future by it showing up on the actual invoice.
Question
Credit Memo on T&M Invoices
+16*sigh* - i feel your pain.
If you want a work around you’ll have to print a statement to accompany the invoice in the meantime.
+25It’s not too hard to show credits on invoices! give me ashout or I can do a community call showing how I do it
How do I give someone a shout? or do a community call?…. I may have messed things up. I wanted to change the date of the invoice because this has taken me a week to figure out, it was showing on the invoice that it was past due. So I Void & Reset the invoice but can’t batch it again so I can’t send a version that doesn’t have DRAFT slapped across the face of it.
+25you can call me! 615-655-4926 or email me keenan@greenrootstree.com
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