Time is an important resource that each company treasures and tries to transform in a benefit. When choosing document management application, be aware of a clutterless and user-friendly interface that empowers customers. DocHub provides cutting-edge instruments to enhance your document management and transforms your PDF editing into a matter of one click. Insert Alternative Choice in the Credit Memo with DocHub in order to save a ton of efforts and improve your efficiency.
Make PDF editing an simple and intuitive operation that saves you plenty of valuable time. Effortlessly adjust your documents and send them for signing without switching to third-party options. Give attention to pertinent tasks and improve your document management with DocHub right now.
in this video Ill cover adding in a credit memo for a client so first open the client account and find either the invoice that you would like to credit or create a general credit memo so two options the first is Im sorry editing this invoice adding a line item changing that line item type to other and you can create a credit on this invoice and essentially just back it out with a negative dollar amount and it zeros out the balance and safe so thats one way and then the other way would be to create a new invoice and again this would be considered a credit memo and the unit price will give this customer a thousand dollar credit memo and Im not going to tax that and save so the two ways that you would set up a credit memo are one a negative invoice amount with the line item of other and the description is credit memo or two when you edit the line item and create a credit directly on the invoice and then three you can discount the invoice when I hit edit and I give a hundred percent di
