Create FM order as an invoice using the credit memo procedure

When you create an invoice using the credit memo process for an FM order, you’re taking a particularly straightforward approach to settling payments with the vendor for services rendered as part of that FM order. This saves you a lot of time.

Prerequisite

• The vendor is registered for the credit memo procedure

Procedure in the FM Portal

Path to the starting point: Property Management - Procurement/Purchasing - FM Orders

1. Open the FM order for which you want to create an invoice using the credit memo procedure.

2. Ensure that the "Settle via credit memo" checkbox is selected.

3. In the toolbar, click Tools - Create Invoice via Credit Memo.

An incoming invoice is created that contains all order items as partial services. The incoming invoice can be processed further just like any other incoming invoice.