Working with Credits

Prev Next

There are several ways to create a credit for a Job Site. In some instances, Quantify may create the credit automatically.

Credits can be generated for rental parts returned after invoicing. Refer to Configuring Quantify to Allow Returns in a Previous Billing Cycle.

Credit Numbering

In order to keep Invoice numbering sequential and to match accounting practices, credit memos have an Invoice number instead of a credit number. Quantify displays the status and type (credit or invoice) in the main grid and in pivots.