How does the Credit Memo/Write Off column get populated?
KB Article #:
85739
Summary:
How does the Credit Memo/Write Off column get populated?
Description:
The Credit Memo/Write Off column appears on different client reports, inquiries and widgets.
Resolution:
There are four sources of values that show in the credit memo/write off column:  
  1. Create a Credit Memo against a final client invoice. 
  2. Write-off a Final client invoice. 
  3. Edit the draft, approved or reissued client invoice and change status to write off for individual entries.
  4. Manually adjust billing rates or billing amounts in a draft, approved or reissued client invoice.
Note: Please refer to the Ajera Learning Center and Help for the step by step process to create a Credit Memo and Write off outstanding client invoices.
 
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