Raising a Client Credit Note from a Project

Client credit notes in WorkGuru can be linked to a project to ensure the project's profitability factors in an returns or credit.  Raising a credit note from a project has the advantage of pre-filling the project's billable line items to minimise data entry.

Click on Credit Note from the project's quick actions menu.

The new credit note screen will display the billable line items and details from the project.   Select the quantities of the line items that need to be refunded.   Delete any line items that are not being credited.

If you are crediting FIFO cost lines, selecting the Return Items to Stock checkbox  will move any FIFO products back into stock on hand.  If left deselected, there will be no stock movement for the return and it is assumed the stock will be written off.

Confirm the totals match the value you want to credit the customer and click Save Credit Note.  Click Approve to queue to be sent to Xero.

The credit note is now available to review on the project details page in the Credit Notes tab.   The impact of the value of the project's credit notes is also available in the Invoiced progress and profit widget.