How do I refund fees to a client for an invoice that was paid and is in a closed month?
Currently running v11.0 SP1
Follow the following steps in the current open month:
I have the same situation here. I have been asked to do a refund of both fees and disbursements (and corresponding taxes) on a matter that has been paid. I don't understand no. 3 in the list "prepare a credit note." How do I do this? Running v. 10.0 SP5 HF3
Lisa Elliot, Pink Larkin Halifax, Nova Scotia