If you have raised an Allocation style Invoice, it is possible to create a Credit Note (Reversal) for specific costing lines on an Invoice, rather than the full amount, this is called a Partial Reversal.
To Reverse specific line details:
- Open the Project > Billing > Client Billing tab
- In the Invoices and Credits table, click the ID of the Invoice
- The Job Costings details will open on the right hand of the screen
- Click the green CREDIT link next to the Unit Price column on the Billing line that you wish to reverse
- Create a new Allocation style Billing Approval
- Assign the credit costing lines (created above) to the new Billing Approval
- Change the transaction type to a Reversal
- Save
Please Note: This is not possible for Interim style Invoices, if you want to partially credit an Interim Invoice you should follow the steps to Create a Reversal, and raise a new Invoice for the desired amount.
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