Credits
Customer Pre-Paid Credit
Setting up a customer with Pre-paid Credit gives you the flexibility to invoice your customer ahead of time. This in turn gives your customer the options to pay for a job by using the Pre-Paid Credit or by paying for or part of the quote via credit ...
Consolidating Existing Invoices and Credit Notes
Multiple qualifying invoices for the one customer can be consolidated onto one invoice by users with the ‘Invoice – Admin’ role. This applies to Sales Invoices only. Sales Credit Notes can also be consolidated together in the same manner as described ...
Negative Invoices and Credit Notes
Under some circumstances, when dealing with changes to customers’ requirements on pre-paid work, a Misc charge or credit is created against the job / order. As we cannot post negative invoices to most accounting systems, we need to handle these ...
Credit Notes
IQ is a ‘one-way’ export. Amendments can be done in your accounting software only if you like. If you want to make the alteration in IQ and then export, follow the below procedure. When you need to credit an invoice, go into the exported invoice in ...