View Credit Information

Get an overview of all credit memos related to work orders and purchase orders. It allows you to track, verify, and manage credits issued by service providers to your organization, ensuring accurate accounting. You can also view detailed information about a specific credit and its history.

1. Go to Service > WO Accounting > Credit Memos > All Credits.

2. View all the details of your credit:

   • Reference number: Unique identifier for the credit memo.

   • Site name: Name of the site linked to the credit.

   • Service provider: Provider issuing the credit.

   • Status: Indicates the credit's progress, such as Approved, Issued, Waiting approval, and others.

   • Provider credit memo #: Reference number from the service provider.

   • Date of credit: Date when the credit was issued.

   • WO credited: Work order associated with the credit.

   • PO credited: Purchase order linked to the credit.

   • Net total: Credit amount excluding taxes.

   • Gross total: Total credit amount including taxes.

View credit detail

Instead of a summarized view of all credits, access detailed information about a specific credit memo. This includes task descriptions, credited amounts, charge types, tax rates, and other relevant details, helping you verify transactions and ensure accurate accounting.

1. Go to Service > WO Accounting > Credit Memos > All Credits.

2. Click a reference number.

3. On the Credit Detail tab, view the credit details.

Amount to credit

In the Credit Detail tab, view the amount of money for each charge type, such as travel, parts, or labor.

• Total tax: Total tax amount applied to the credit.

• Net total: Total credited amount excluding taxes.

• Total: Final credited amount, including taxes.

• Reason to credit: Explanation for issuing the credit.

View credit history

See the date and timestamp of your credit memo, along with details on who performed key actions such as issuing, submitting, and approving the credit. You can also view any comments added during the process.

1. Go to Service > WO Accounting > Credit Memos > All Credits.

2. Click a reference number.

3. Click the Credit History tab.