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]