How to Give Credit in ServiceBox

Introduction

Currently, ServiceBox does not support applying credits directly within the platform. However, you can still provide client credits by combining a note on the invoice in ServiceBox with a manual credit in your accounting software. This workaround helps maintain transparency while keeping your records aligned.

1. Create the Invoice in ServiceBox
   Start by creating an invoice as usual in ServiceBox. Include all relevant details such as services rendered, quantities, and pricing.
2. Add a Note Indicating the Credit
   Within the invoice, add a note clearly stating the credit amount you intend to apply. This note serves as documentation for both you and your client.
   Example: “A credit of $50 will be applied to this invoice in your accounting file.”
3. Apply the Credit in Your Accounting Software
   Manually create a credit memo in your accounting platform (QuickBooks Desktop, QuickBooks Online, or Sage). Apply the credit to the invoice you created in ServiceBox once it’s synced. This will reduce the balance due on the invoice in your accounting system.
4. Inform the Client
   Send your client a copy of the invoice from ServiceBox with the credit note included. You can also attach the credit memo from your accounting software if needed.

Conclusion:

Although ServiceBox does not yet support in-platform credit application, you can still effectively manage client credits by documenting them on the invoice and applying them through your accounting system. This method ensures your clients are credited appropriately and your records remain accurate.

Need Help?
If you have questions about invoice management or accounting integration, contact our support team at support@jobboxsoft.com — we’re happy to assist.