This article explains how to create a Job Project Client Credit in SapphireOne. This functionality is essential for issuing credits to Clients for transactions related to Job Projects. It effectively operates as the reverse of a Job Project Client Invoice. The steps are as follows:
- Navigation – Go to Job Projects > Job Projects > Data Entry and then select the Job Project Client Credit item. SapphireOne will display the Job Project Client Credit Entry screen, ready for data entry. Note that data entry on both the Details and Lines pages will require immediate input.
- Details Page – This is the first page displayed when entering a Job/Project Client Credit.
- Job Project Details area – The cursor will default to the ID data entry field. Enter the Project ID directly, or use wildcard search options to locate the correct Project ID.
- Text Details area – Upon entering a valid Project ID, the Text Details field will be auto-populated. You may add, modify, or delete text in this field as required.
- Attach Documents – Use the Document Paperclip icon to scan and attach any supporting documents relevant to this transaction.
- Instructions Area – Enter any notes or specific instructions related to this invoice.
- Standing Transactions Area – This section should not be configured for Client Credits.
- Client Details Area – If a Client is already linked to the Job/Project, SapphireOne will automatically populate the Client ID. If no default Client exists, the user must manually enter a valid Client ID to associate the invoice with the Job/Project.
- Text area – The Client’s mailing address will automatically populate from the Client’s master file into the text area below.
- Tabs Area – Once a valid Client ID is entered, the software will automatically retrieve and display the Client’s details—including outstanding balance and credit limit—within the Client tab.
- Other Areas – Review all remaining sections of the Details page and enter any additional required data accordingly.
- Lines Page – This is the second page of a Job/Project Client Invoice, where all necessary data must be entered to finalise the invoice.
- Transaction details – When the user selects the Load, Look, or Auto buttons, this area will display any transactions already allocated to the Job/Project.
- Adding Inventory – Use the Control/ key combination or the green buttons to add or remove Inventory items from the Job/Project Client Credit.
- Data Entry – Data entry follows the same process as when entering any invoice that includes Inventory items.
- Reviewing Data – Carefully review all entered information for completeness and accuracy.
- Saving – Click the green tick button on the main toolbar to save and finalise this Job/Project Client Credit.
For more detailed instructions, please refer to the Job Projects > Job Projects > Job Project Client Credit article.