How To Apply Credits To Invoices

How To Apply Credits To Invoices

A Credit Amount can occur when a customer pays more than the balance of their outstanding invoices or pays a deposit for an invoice that has not yet been prepared.

When applying a receipt for more than the total of the invoice, the surplus is saved as a Credit.

This can also happen when assigning an Adjustment Credit Note to an invoice for greater than the amount owing.

The surplus is added to the customer’s Credit Amount.

Please Note: to create a credit amount, you must first create an Adjustment Note for an invoice that has been fully paid.
 

Applying a Credit:

  1. When in the Customer section, select the relevant Customer
  2. Click the [Apply Credit] tab
  3. Select the applicable Credit Date, using the calendar selector
  4. Select the invoice from the drop-down list
  5. Click [Apply Credit]
     

Remove Credits

  1.         1. Select the relevant Customer
  2.         2. Click the [Remove Credits] tab
  3.         3. Select the applicable Credit to remove
  4.         4. Click [Remove]

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