If you need to issue your client with a Credit Note, you will need to create a Special Invoice > Credit Memo in ConnectWise Manage and then apply in both ConnectWise and your accounting package.
Here is a step-by-step process to follow:
- Create a Credit Memo in ConnectWise. A Best Practice tip is to name it with the related invoice, for example, CN + the Inv#. Naming the Credit Memo this way will make for easy tracking.
- Sync the Credit Memo to your accounting package via Invoice Sync and manually apply the credit to the invoice in the accounting package
- Return to ConnectWise Manage and manually apply the Credit Memo against the invoice which you are crediting.