[SM] Issuing Credits to SM Customers

Credits for SM Customers must be created through the Service Management (SM) module. Generating a credit invoice via the AR module will not update the SM customer record.

To issue a credit on a work order:

•  Enter a negative amount on a Work Completed line. 
•  If the scope is marked as Flat Price or Non-Billable, a new T&M-type scope must be added to generate billable amounts. 
•  The negative amount can be entered either as a negative Work Completed line under the original line type or as a Miscellaneous line. 

Once the Work Completed line is entered, bill the work order to create the credit in AR.
TIP: To apply the credit to the original invoice (or multiple invoices), perform a zero cash receipt as needed.