There is a separate add-on available for quote, which allows you to add credit invoices to the invoice generated from the quote. If you need this feature, please contact customer service.
Permissions: Projects > Quote
PSA plans: Separately activatable add-on for Free, Growth, Business, Enterprise, Enterprise+ packages
Add Refund Quote (Add-on)
You can create a refund quote for the generated quote, which allows you to manage project financial reporting and create credit invoices for the invoice generated from the quote.
- Click Options.
- Select Add new refund quote → You will get a new quote, which is a negative quote and named as refund quote.
- Complete the information for the products and lines to be credited on the refund quote.
- Save.
Adding Credit Invoice to Refund Quote
You can also generate a credit invoice from the refund quote, for invoices that where generated from original quote.
- Click the Options on the cost allocation calculation.
- Select Add Invoice.
- Complete the necessary invoice details.
- Save as an invoice or a pro forma invoice.
→ The status of the refund quote will be Invoiced.