How to Apply a Customer Credit to an Invoice

Overview

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Now that you've created a Customer Credit in your workspace you can apply that credit to the customer's open invoices. 

This article explains how to apply a Customer Credit to an open invoice in your workspace.
 

1. In the left menu, select Invoices
   
   
    
2. Then choose Receivables
   
   
    
3. Next, Edit the available Credit by clicking the Pen icon to the left of the Credit in the Receivables List. 
   
    
4. Now, you'll select the Invoice and total of this credit to be applied by clicking Add New Item
   
    
5. Select the Invoice Number this credit will be applied to
   
    
6. Enter a quick description if needed
   
    

7. Next, enter the amount of this credit to be applied to the invoice in the Amount Applied field
   

    

8. Now, Save your changes
   

Once saved, you'll be routed back to the receivables list where you can monitor the status of all of your credits. The status column will update automatically to reflect the current state of the credit:

• Unused: The full amount is available for use.

• Used: The full amount has been applied, and the credit balance is now zero.

• Partially Used: A portion of the credit has been applied, but a balance remains for future use.
  If there is a credit balance remaining, you can follow the above steps again to apply the remainder to another invoice until the balance is cleared