Client does not pay invoice or underpays invoice

Occasionally you'll have the misfortune of encountering a client that does not pay their invoice. How you handle this really depends on why the client cannot pay.

If the client is unable to pay, then you'll want to leave Projector alone and write off the bad debt in your accounting software. The reason you don't destroy the revenue in Projector is because Projector is also your measure of operational performance. For instance, how much revenue did Jim earn? If you destroy the revenue in Projector, Jim's work has no value. Jim may be super mad when he gets no bonus because of a bad client.

If the client is able to pay, but believes the work was subpar or overpaid, you'll want to again weigh whether you want to handle this in your accounting system. Was Jim's work really subpar? Do you want to impact the measure of profitability of your projects or resources because of this? If you do want to impact the project, you can create a credit memo. If you do not want to impact Projector data, do it in your accounting software.