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Need to issue a credit memo for an invoice that has not yet been paid by the client.

Resolution:  

This can be accomplished using one of the following options: 

Options #1: Issue a Credit Memo

1. In Billing > Interactive Billing, select the project.
2. From Tools > Invoices on File, select the invoice and click the Credit Memo button.
3. Create a new invoice file.
4. Enter the credit as a negative amount and click OK.
5. Go to Transaction Center > Transaction Posting > Invoices and Post the file.

Option #2:  If a credit memo does not need to be sent then the invoice can be manually changed.

1. In Transaction Center, Transaction Entry > Invoices, create a new Invoice transaction file.
2. Use the same Invoice Number and Invoice Date as the original invoice.
3. Enter either a negative amount to the Invoice Section from the original invoice or, a negative amount to Add-on section.
4. Post the transaction file.