How Do I Manage or Adjust Invoices in Design Manager?
Invoice management is an essential part of maintaining accurate financial records. In Design Manager, managing invoices may involve crediting invoices for adjustments or voiding duplicate entries. This article outlines key steps to address these scenarios.
Crediting an Invoice to Adjust or "Remove" It
In Design Manager, invoices cannot be outright removed as they impact your financial records. However, you can credit an invoice to effectively reverse it. Here’s how you can do it:
Go to the Client Invoices - Existing window.
Locate and tag the invoice you wish to credit.
Select Actions in the top right corner & then choose the Credit option from the list.
Fill in the required information in the pop-up window, such as the date and fiscal month for the credit.
Select OK to generate the credit invoice, which will reverse the original invoice.
This process allows you to re-invoice with adjustments, such as updated pricing, changes in descriptions, or item names.
Voiding a Duplicate Vendor Invoice
If you’ve accidentally entered a vendor invoice twice and it appears during credit card reconciliation, you can void the duplicate entry to resolve the issue. Here are the steps:
If this bill was paid via check or wire, you will need to go to your checkbook and void the payment.
Navigate to the Bills and Invoices window.
Search for the duplicate transaction by transaction number or other details.
Highlight the duplicate invoice entry.
Select the Void option.
Voiding the duplicate ensures it is removed from the credit card reconciliation process and no longer impacts your account balance.
Key Notes and Tips
Crediting an invoice results in a new credit invoice, reversing the original entry for accurate accounting.
If you only require a partial refund for some goods or services which were invoiced, please refer to the client returns and credits article.
Voiding a vendor invoice is intended for cases where an error (e.g., accidental duplication) needs correction.
Always verify the transaction details before confirming actions to avoid unintended financial adjustments.
For further assistance, consult Design Manager’s support team or in-app help documentation.