Submit your Suggestions for Spectrum

Work Order Credit Memos

Hi there,


We have run into situations where a customer was overbilled for work and realized this after paying us. Work Order invoices cannot be reversed, as with all invoices, after being received on. However, in JC module, you can create a credit memo directly to the job, and its easy.


With Work Order, you cannot create credit memos. Our hands are tied, and we have to make a new blank work order, and create a negative billing transaction on it. It is definitely not a best practice process.


TL:DR


We need to be able to create credit memos directed at Work Orders.

  • Jeremy Goodwin
  • Jul 31 2023
Company UEC Holdings/United Electric Co
Job Title / Role ERP Admin
I need it... Yesterday...Come on already
  • Attach files

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