Giving courtesy credit to clients

At times, you might have to give a credit to the client as a courtesy or for any other reason. This can be done by writing off all or part of the invoice amount. If you sync BQE CORE data with your accounting software, write-off transfers as a credit or discount. 

You can generate a write-off from the Payments screen (main menu > Billing) in CORE. Check CORE Help Center for details on write-off.

Another option is to give a project credit to the client using the Credit Memos feature. You can create a credit memo for a project, post it to the relevant account and later pay this liability to the client. Check CORE Help Center for details on creating a credit memo.

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