Create a credit note to cancel a fee or provision invoice
The assets (or credit notes) will allow you to cancel an invoice in whole or in part. It is possible to make a credit note to cancel abill for provision.
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Create a partial credit on a fee invoice
Caution: It is only possible to make a partial credit on invoices on which a regulation has been registered. The assets (or credit notes) will allow you to cancel an invoice in whole or in part. It is possible to make a partial credit on ainvoice of ...
Create a partial credit on a fully paid invoice
Attention: Partial assets can only be made on partially paid invoices. To create a partial credit on a fully paid invoice, it is first appropriate toamend the associated regulations, then make the partial asset. Amend the regulations associated with ...
Validate a credit note
You can validate your credit note from the Customer's Equity tab (1), or from one of the billing tables (for example, the one available in the Billing tab of the contact) (2). If the credit relates to a fee invoice, it will be possible to release the ...
Access the menu of a contact's assets
1. 1. Access to the Assets tab 1. 1. Go to your contact page 2. Click on the tabAssetsof the contact sheet Note: If the tab does not work, you will need to convert the contact into a client (see the article "Turning a contact into a customer") 2. ...
Create and use a provision
a provision is created from the customer record and then assigned to one or more files. If you don't see the tabProvisions, it is necessary topass the contact form to customer sheet. 1. 1. Creating a provision To create your provision, on your ...