Raising a Credit Note (PSA)

Credit Notes in CMap can be used when a client has queried something and you have agreed to change the value of the invoice, or perhaps there was a mistake on the original invoice and you need to credit and reissue it to the client. 

In this article, we'll look at:

  • Raising a Credit Note on a Fixed Fee Project
  • Raising a Credit Note on a Time & Materials Project

Raising a Credit Note on a Fixed Fee Project

1. From your Dashboard, head to the Projects tab. Find your Project and go to Invoicing.

2. At the bottom of the Invoice Schedule, in the text box, type in "Credit to invoice" with the invoice number at the end, so for example, "Credit to invoice 2026".

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3. Add the Amount in the text box. This needs to be a negative amount

4. Check that the month you would like to invoice to be created is correct and click Add

5. Now you need to Approve and Create the credit note as you would for an invoice. 

Raising a Credit Note on a Time and Materials Project

1. From your Dashboard, head to the Projects tab. Find your Project and go to Invoicing.

2. Find the Invoice you would like to credit and at the end of the invoice line, click Credit Invoice.

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3. A pop-up box will appear asking you to confirm that you wish to credit the invoice. Click Yes to raise the Credit Note.

When you go back into the Invoicing page within your Project, a Credit Note will appear at the bottom of your list of Invoices and the Credit Note will have been given its own Number. The number assigned depends on how your CMap is configured. 
When you're ready, you can download a copy of the credit template by clicking on the Credit Note Number on the Invoice Schedule

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