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I have create a credit note for onw of my clients from the desktop app and applied to an invoice, however when I am looking at the project budget and the reports this credit note is not picking up and therefore it looks like I have now gone over budget - I need help with this as the article in the website are not very clear on this.
Welcome to the Atlassian Community!
I think you may be in the wrong place here. I think the software you are having a problem with is not Atlassian software, but the owners of it use Atlassian's Confluence for documentation.
I suspect you have clicked "help with Confluence" instead of "help with the software I'm using".
If that's not right, then you'll need to tell us what app you have used to add all these functions to Confluence.