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| ug7-31 [2021/09/09 10:09] – created Viola Scott | ug7-31 [2021/09/09 11:25] (current) – Viola Scott | ||
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| - | PAGE IN CREATION | + | ==== Crediting ==== |
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| + | Credits for Temporary work invoices can be created in two ways.\\ | ||
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| + | * By creating a Negative timesheet - manually or using the Cancel & Correct functionality | ||
| + | * By going to the original invoice and using the credit button | ||
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| + | === Negative Timesheets === | ||
| + | \\ | ||
| + | Using negative timesheets allows partial crediting of an invoice and is easily done from the Temp Desk.\\ | ||
| + | It is the method that must be used if timesheets are exported to a pay and bill system.\\ | ||
| + | It will use the current Accounts settings for the client when the timesheet is processed, not those existing when the original invoice was created.\\ | ||
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| + | Once a Timesheet has been Transferred to payroll or Invoiced - if configured to do so - a button appears with Cancel or Correct. This is a wizard that goes through steps to determine if it is pay, charge or both that need to be corrected, and the Advanced option allows moving to another Vacancy.\\ \\ | ||
| + | The process will create a negative timesheet and then allow the replacement timesheet to be completed.\\ | ||
| + | Negative Timesheets appear in Invoice Temp Timesheets or Batch Invoice Temp Timesheets and are part of the list. They are NOT included with positive timesheets in an invoice.\\ | ||
| + | Credits use the standard invoicing numbering - the negative total then changes the invoice description from Invoice to Credit Note.\\ | ||
| + | \\ \\ | ||
| + | === Crediting from an Invoice === | ||
| + | \\ | ||
| + | This will create a ' | ||
| + | The Invoice form can be reached from: | ||
| + | * Select menu > Direct Invoice. Enter the Invoice number | ||
| + | * Client form > Accounts view > Accounts view. Double click the line to Expand or use Expand button on right | ||
| + | * Accounts menu > Send Invoices. Tick Include Already Sent, select the Account and date range. Double click the line to Expand or use Expand button | ||
| + | * Accounts menu > Transaction List. Select teh date range. Double click the line to Expand or use Expand button | ||
| + | * Accounts menu > Credit Control. Enter Account code, select line and use Account button which takes you to Account view above. | ||
| + | \\ | ||
| + | The Credit button on the top bar starts the process.\\ | ||
| + | The wizard offers the option of creating a replacement timesheet where a correct invoice needs to be produced. Negatives of all the original timesheets are automatically created and marked as ' | ||
| + | Enter the date to be used.\\ | ||
| + | The Credit Note is then created and will be found on the Accounts view, or on the Transaction list for date used.\\ | ||
| + | \\ | ||
| + | This method of invoicing uses the ORIGINAL invoice number with the addition of a suffix of C e.g. Invoice 12345 will have associated credit note number of 12345C | ||
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Viola Scott