Associating Customer Invoices and Credit Memos to a Project
In Sequential Liability, when you create a customer invoice or issue a credit memo, you must associate it to its corresponding project. Customer invoices and credit memos that are not associated to a project are not reflected when you use the SuiteApp.
To associate customer invoices and credit memos to a project:
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Enter a customer invoice or issue a credit memo.
For instructions on entering customer invoices, see Creating an Invoice.
For instructions on issuing credit memos, see Issuing a Customer Credit Memo.
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In the Project field of the customer invoice or credit memo, select a project.
Selecting a project in the Project field is not mandatory in the customer invoice or credit memo but it is required for this SuiteApp.
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Save the customer invoice or credit memo.