Return Records

To view a return record for a line item or an invoice, open the client's record and select it in the list under Activity. The Overview, Distributions, and Applications tabs display for you to view and edit additional info.

Tip: When you want to remove an invoice but still need to track it, reverse the invoice. After you save the return, you can access it on the client's record under Activity.

Note: In a future release, you'll be able to add and edit returns.

• Overview — Review info about the return's balance, date, notes, and who last changed the credit. You can also add custom fields for the return. For more details, see Custom Fields.

• Distributions — Distributions determine the amounts to allocate to accounts and projects for the return. For details about distributions, see Distributions.

• Applications — Review applications to confirm the line items and invoice for the return, as well as the unapplied balance. To open the line item or invoice, select it under Transaction.