Negative Timesheet and Partial Credits.
Partial credits can be created by raising a new timesheet for a negative amount. However before proceeding with a partial credit, it is advisable to ensure this is acceptable to your client as well as your internal accounts process.
Firstly you will need to create a new timesheet. This can be done under the Timesheet header either via the Create a Candidate Timesheet option or the Incoming Images area.
Select the relevant assignment from the list then set the Period Start/End dates to suit the credit you wish to raise and select 'Create Timesheet'
Through Incoming Timesheet Images option, Select the candidate and open the timesheet. Now amend and set the rate code line to reflect the amount you wish to credit - the above example shows a bill pay value with the amount to credit in the bill amount.
Ensure you have the relevant VAT setting and enter any narrative in the invoice note box on the right as this will appear on the invoice/credit document.
You may also choose to Invoice without Timesheet Image if you do not require a supporting image.
Click Validate to create and validate the timesheet at which point the timesheet will move into the Create Sales Invoice area ready to be included on an invoice or credit note:
This negative timesheet can be incorporated as part of an invoice if required (so a sales invoice will be raised with this transaction shown as a deduction) or can be raised separately in which case it will become a credit note document: