On an invoice, there can be credits and/or discounts.
A credit is a specified amount due back to the client based on billing guidelines or predetermined terms. A discount is a deducted amount towards the invoice.
A credit amount can be set by having
- A negative line item with a custom task code on a positive invoice total amount. Check with the client's billing guidelines if a specific task code is needed.
- A negative line item without any custom task code on a negative invoice total.
A discount amount can be set by having a negative line item on a positive invoice total amount. The negative adjustment can be set on one of two ways
- On the line item with the negative amount in the Adj. (adjustment) field
- On the line item as the full (negative) amount.
Please contact firstname.lastname@example.org for any other questions and we are happy to help.