How do you create a credit note on the platform?

It might happen that the timesheets of your consultant were wrongfully approved. In this case you will need to

1. Contact timesheets@pro-unity.com to create a new timesheet version.
2. Modify the timesheet and send it to the client for approval.
3. Once the modified timesheet has been approved by the client, you will have to
   • create a credit note
   • create a new invoice based on the modified timesheet (please refer to How do you create an invoice on the platform)

To create a credit note, follow the instructions below.

1. Login to the platform.
2. Click on ‘Ongoing – Missions’ in the menu on the left and select your candidate.
3. Click on ‘Create credit note’ to access your consultant’s credit note draft.
4. Add the credit note number on top.
5. Click on ‘Preview’ to download, open and verify the credit note draft.
6. Click on ‘Send credit note’.
7. Click on ‘Create invoice’ for the modified version of the timesheet.
8. More information about the creation of an invoice can be found here.