WorkGuru Support Portal

Client credit notes are essential to maintaining the correct profitability of the projects and stock sales in WorkGuru. Raising a credit note from, or assig...

Client credit notes can be managed from the client credit note dashboard (Credit Notes -> Client Credit Notes).   You can search for credit notes by numb...

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 the stock sale dashboard, search for and open the details page of the stock sale you need to raise a credit note for.  Click Create Credit Note to rais...

Ideally, you would create a credit note directly from the stocksale or project that created the client's invoice.  However, creating a new client credit...

Printing a client credit note will download a copy to your device in PDF or DOCX format for use external to WorkGuru.  You can print or email a credit note ...

You can email client credit notes to clients directly out of WorkGuru.  You can email an credit note in any state. From the credit note details page , c...

WorkGuru allows you to record notes on the client credit note that are available for other staff to view.   To add the note, click on the Notes tab of the c...

WorkGuru allows you to upload files against a client credit note that are available for other staff to view.   To add a file, click on the Files tab of the ...