In this week’s Tech Tip Tuesday, we’re kicking off our Demystifying Returns and Client Credits series by covering how to properly create credit items in Studio Designer. Accurate credit management helps keep your financials clean, organized, and free from costly reporting errors.
In this video, Bailey walks through the process of creating credit invoices, updating descriptions and quantities, applying restocking fees, and attaching credits back to the appropriate invoice or proposal. Following these workflows creates a more reliable way to manage adjustments and refunds while keeping project accounting accurate.
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