Process a Job Project Client Credit

This section explains how to create a Job Project Client Credit in SapphireOne. This functionality is essential for issuing credits to clients for job project-related transactions. The steps are as follows:

1. Navigate to Job Projects > Job Projects > Job Project Client Credit.
2. Enter Project ID – Enter the Project ID or use the Wildcard options to search for the correct Project ID.
3. Review Client Details – Client details are automatically loaded from the Client’s master file and displayed in the Information Tab area.
4. Enter Credit Details:
   • Date – Enter the date of the credit.
   • Reference – Provide a reference number for the credit.
   • Description – Add a brief description of the credit.
   • Amount – Specify the amount to be credited.
5. Attach Documents – Use the Document Paperclip to scan and attach any documents related to the credit.
6. Double-check all entered details for accuracy.
7. Click on Save to finalise the credit.

For more detailed instructions, please refer to the Job Projects > Job Projects > Job Project Client Credit article.