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When things go wrong
When things go wrong
Credit notes, refunds, cancelled jobs, bad debt and duplicate customers.
Credit a customer back
Raise a credit note when a job shrinks or the customer changes their mind.
Void an invoice you haven't sent
Withdraw a draft invoice that shouldn't have been raised.
Write off money that isn't coming
Close out a debt a customer is never going to pay.
Refund a customer
Send money back to the card it was paid on.
Cancel a job
Stop a job and settle the material, the money and the calendar.
Put a customer on hold or set a credit limit
Stop work going out to an account that owes you money.
Merge duplicate customers
Join two records for the same customer into one.
Send part of a job now, the rest later
Split a delivery and keep track of what's still owed.
Pull back or fix a proof
Take back a proof you've sent, or clear one approved with changes.
Reopen a job you closed too early
Put a completed or cancelled job back on the board.
