March 25, 2017

Invoicing in Changepoint – Creating a Credit Note

Part 48 - Invoicing in Changepoint – Creating a Credit Note

rapid-learning-cycleTo correct an error in an invoice, you must create a credit note for the entire amount. You cannot create a credit note for a partial amount. When you create a credit note you can save it as a draft or submit it for approval. If you save the credit note as a draft, you can edit it later until it is ready to be submitted for approval. Check out the process in the short eLearning video below.

To learn more about the invoicing process, or how Changepoint can provide your organization with actionable insight for optimal business agility and performance, please contact us: 781-968-5477, requestinfo@changepoint.com or www.changepoint.com.

According to trainingworld.com, eLearning can enhance information retention 25-60% over traditional classroom training. With that in mind, we are starting a regular series of eLearning Tips and Tricks to help you improve adoption of your Changepoint solution.

 

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steve.nixon@changepoint.com' About Steve Nixon

Steve Nixon is a senior instructional designer with more than 20 years experience in creative direction and instructional design for Fortune 50 technology companies in Canada. He has been the recipient of several technical communication awards for developing information products to support large scale enterprise applications. At Changepoint, Steve leads the development of eLearning solutions and provides guidance to senior management on eLearning.