Credit, View, and Zero‑Bill Invoices

Credit, View, and Zero‑Bill Invoices

Summary: Credit reissues a corrected invoice; View displays read‑only details; Zero Bill removes from WIP.

Quick answer

Use Credit to reverse and recreate; View to inspect details; Zero Bill to cancel jobs from WIP.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate role/permissions (as required)

Steps

  1. Open Credit Invoice for full reversal when needed.
    media/credit-and-view-invoices-01.png

    [Insert screenshot for Step 1]

  2. Use View Invoice to see items/comments and details.
    media/credit-and-view-invoices-02.png

    [Insert screenshot for Step 2]

  3. Use Zero Bill when cancelling jobs outright.
    media/credit-and-view-invoices-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Corrected invoices retain numbering with suffixes; A/R reflects credits and rebills.

Troubleshooting

If credits pile up, retrain on using Edit in invoice details and rate setup to reduce rework.

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