Sometimes a job comes in under what you quoted — you used less material than expected, or you just want to give the customer a credit. SynkedUP doesn't have a "credit" or "refund" button, and you can't add a negative line item. Instead, you give the credit by lowering the work area's Final Price. Here's how to do it the right way, including when the work area has already been approved.

A credit is just a lower Final Price on the work area. The work area has to be set to the Quoted Price pricing type for this to work. Once you lower the Final Price, the reduced amount flows through to the customer's remaining (final) invoice automatically.

Tip: rename the work area or add a note in the Customer Proposal and Invoice Description (for example, "Flagstone — adjusted for actual material used") so it's clear to the customer where the credit came from.

Once a work area is approved, SynkedUP locks its Final Price so it can't be changed by accident. To lower it, you'll unapprove that work area first, make the change, then re-approve it:

You cannot lower the Final Price below the amount that has already been invoiced on that work area. For example, if a customer has already been invoiced for a down payment and a progress payment, the new Final Price has to stay at or above that already-invoiced total. The credit comes off the remaining balance on the final invoice, not off money you've already billed.

If you need a lower number than what's already been invoiced, reach out to the team and we'll help you sort out the cleanest way to handle it.