Rental project credit wizard

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Use the project credit wizard to credit rental and sales lines. It supports these amendment types:

  • Price

  • Rental stop

  • Rate code

  • Full credit

  • Insurance

  • Manual credit

You can only use this if the rental project setup has Transfer rental order to project set to No. Full credit does not support non-rental items or on-account transactions. Invoicing must be based on rental order lines. Project invoices do not support invoice notes in credit scenarios.

Flow diagram