how to close a WO with an invoice with $0.00 balance

Discuss issues/fixes around the Payments, Billing and Invoicing modules of MyIT CRM
matthewearl
Posts: 1
Joined: April 11th, 2012, 3:31 am

how to close a WO with an invoice with $0.00 balance

Postby matthewearl » April 11th, 2012, 3:37 am

I record all my workorders and invoices regardless of whether or not there is money owed. I gave a client a "credit" so i charged an amount..lets say $150...as labor then did another labor charge that was -$150 to bring the total to $0.00. I have a work order attached to it and I cannot close the workorder and I cannot "receive payment" on this invoice because the balance is $0.00. Is there another way to do what I am trying to accomplish? I am thinking maybe the "refunds" area but this is not considered a refund.

TIA

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GlenV
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Re: how to close a WO with an invoice with $0.00 balance

Postby GlenV » April 11th, 2012, 11:20 am

Hello Matthew and Welcome to MyITCRM.

Here is a work around, enter in a 100% discount on the invoice edit page and then "submit/recalculate" the invoice. What this will do is close the invoice and mark it as paid.

The refunds sections is mainly around balances the ledger and has really no effect on the invoices section.
Regards,
Glen


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