Installation Company ERP / CRM


How To Mark a Job Cost as a Credit

To do this:

  1. Head to the Job Cost tab under Finance. select the pencil edit button on the Job Cost you’d like to credit and select Yes on the Credit toggle and Update Cost when you’ve finished.
  2. If you’d like to apply a credit to a new Job Cost, add the Job Cost as normal. Enter the details required and toggle Yes on the Credit toggle. Select Create when finished.

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