Regarding the difference between credit and reinstate and credit/debit memos and when they should be used. Below is a brief explanation of each:
Credit and Reinstate: used when the client MUST have a corrected invoice with the correct information on the invoice (much like invoice corrections in Avionte). The credit and reinstate process pushes the original charges back to billable charges where they can be adjusted and then resent to invoices. Before finalizing the new invoice the statement date must be manually changed back to the statement date of the original invoice. Credit and reinstate requests should be sent to me with Kim Wert copied. The request should include the following:
- Company Name
- Company #
- Invoice ID #
- Invoice #
- Invoice amount
- A brief explanation of why the invoice needs to be credited and reinstated
Credit/Debit Memos: used when the client is only concerned with being charged the correct amount. The credit/debit memo will be used along with the original invoice to either subtract or add the amount listed on the credit/debit memo. Credit/debit memos should be sent to Kim Wert with me copied and, if needed, to the client.
