Billing

Credit notes

Use credit notes to cancel unpaid invoices without affecting prior periods. Invoices can be fully or partially canceled, resulting in recovered WIP. Recovered WIP will be available for billing on a later invoice, and Digita Practice Advanced will not treat it as new production.
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  • You cannot create credit notes on invoices that feature progress billing.
  • If your firm has enabled security in Digita Practice Advanced, you must have security permissions to review invoices and enter negative invoices or credit notes.
To create a credit note, follow these steps.
  1. Choose Actions > Billing > Review tab.
  2. Select one or more invoices.
  3. Right-click and choose Create Credit Note from the context menu.
  4. In the Credit Note dialog, enter a date and credit note amount. You can also tell [[product_name]] to recover the WIP.
  5. Click OK.

This article applies to:

  • Product: Digita Practice Advanced