At present, ServiceBox does not have the feature to give credit within the platform. However, there's an alternative solution that you can consider to still provide credit to your clients.
Here's how you can add a note within the invoice and give credit out of your accounting software:
Step 1: Create an Invoice
To begin, create an invoice for your client as you normally would in ServiceBox. Make sure to include all the necessary details such as the service provided, quantity, and price.
Step 2: Add a Note to the Invoice
In the invoice, you can add a note stating the amount of credit that you want to give to your client. This note will serve as a record of the credit and a reminder for both parties.
Step 3: Give Credit in Accounting Software
After adding the note to the invoice, you can proceed to give the credit outside of ServiceBox. This means that you need to do it manually in your accounting software such as Sage, QuickBooks Desktop, or QuickBooks Online.
In your accounting software, you can create a credit memo or a credit note and apply it to the invoice that you created in ServiceBox. This will reduce the total amount due by the amount of credit that you want to give.
Step 4: Notify Your Client
Once you have given the credit in your accounting software, it's important to inform your client about the credit that they received. You can do this by sending them a copy of the invoice with the note and the credit memo attached.
Conclusion
Giving credit in ServiceBox may not be possible at the moment, but adding a note within the invoice and giving credit outside of the platform is a viable solution. By following these simple steps, you can still provide credit to your clients and maintain accurate records of your transactions.