Creating a Credit Note in Streamtime
Traditionally credit notes are raised in your accounting package but there is a way to create one in Streamtime through the Job Invoicing tab.
Creating a new item in your Cost Matrix
First of all you will need to create a new Cost Matrix item so that you have something to pull into your invoice.
In the example above we have used the Category: Invoice and Description: Credit Note but you can use whatever you feel is appropriate.
Creating a Credit Note
Find the job you wish to do the Credit Note for and create a new invoice by selecting the New button.
Using the Category and Description columns pull through your new Cost Matrix item. Note: The Invoice Description is what the client will see so you can amend this if needs be.
Using the Quantity column
Now in the Quantity column put in -1
Invoice Rate
and in the Invoice Rate column put the amount of the credit note
Printed version
Now you can send this credit note to your client