Raising a Credit note.
There are two ways of creating a credit on Etz, the first is via the Credit Note options within Invoice Display or Invoice Edit and the second is by raising a separate timesheet manually with a negative amount within it. This article explains both methods.
Credit Notes via Invoice Display.
The first option is to raise a full credit via the Sales Invoice display - Credit Note option
This will give you options to (a) credit bill only or (b) credit both pay and bill.
With the Credit Bill Only option a full credit will be created for the Client Bill side only and this will create negative timesheet (6816933) in the background to support those transactions, as well as create a new timesheet (6816932) which will appear in the Incoming Timesheet Images where the corrections can be made and the timesheet validated and processed.
If you go for the Credit Pay and Bill option the same happens, but there will be pay elements too, so a negative timesheet to represent the credit and a new positive one to make a correction with (the reason we have the two options is that most customers prefer to correct their payment manually outside of Etz, especially if the process PAYE type candidates via an external system).
When you use this option the system automatically raises a Credit Note for you, with the same ref as the original invoice but with a suffix of CRD when you view the document. This option will completely credit the full invoice with no partial credits.
The second option for raising credits is more suitable where you require a partial credit note to be raised (so crediting a few hours from a large invoice, for example), if you do not have an invoice to start from or just want to raise a credit manually. By creating negative timesheets manually on the system, from Incoming Timesheet Images, select Add New Timesheet, now select the assignment and enter the dates and Create Timesheet:
Now enter the units and the costing value as a credit value, if you are just creating a Sales credit note then only enter a Bill value and not a Pay value. You now need to select to validate the timesheet, if you are not attaching a timesheet image then select the option Invoice with out Timesheet image
Once validated this timesheets will move to the Create Sales Invoice area and will join any other timesheets that are already waiting there to be invoiced. Dependent on your process and what you are trying to achieve these negative timesheets can be raised as invoices separately where a credit note will be created, or alternatively they can be incorporated along with other normal, positive timesheets as part of a consolidated invoice.