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Level 2

Apply a credit note to an estimate

Hello,

 

I have an estimate that I am currently using for Progress invoicing - one of the invoices has been raised incorretly so I need to raise a credit note for the invoice. The price of the job has not changed so I need the remaining balance on the estimate to increase inline with the credit note that has been raised. I cannot delete the invoice as this is a legal document that has been sent to the customer and has been raised in a prior accounting period which has been submitted to the relevant authorities.

 

Practical example:

 

Estimate Raised - £1,000

 

Inv 1 £100, remaining balance on estimate £900

 

Inv 2 £100, remaining balance on estimate £800

 

I need to raise a credit note for Inv 2, this means the remaining balance on the estimate should go back to £900.

 

Thank you,

Carly

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