Apply credit to an invoice
When to use this procedure
Use this procedure when a customer has credit available to put toward an open account balance.
Example of use
Situations where it may be necessary to add a credit to a customer's account are: the customer sent in an overpayment, the customer is paying a deposit on a special order and you are not using the Purchase Order module to track it, or you are giving the customer a discount in the form of a credit to be used on a future sale.
Steps to complete
Create the credit invoice
- On the Customer Payments window, click Credit. The Post Credit window displays.
- Enter the amount to credit the account. Do not precede the amount with a dash (-).
- Enter any notes about the credit.
- Click Save. The credit invoice is added to the Invoice grid.
Did you know? You can right-click in the grid and click Create Credit to complete the above procedure.
Apply the credit to the invoice
Do one of the following, depending on if the credit invoice and outstanding invoice total 0.00 or if you are applying only partial amounts to the outstanding invoice(s).
- If the credit invoice and outstanding invoice total 0.00, click the Select check box in the Invoice grid for each invoice. Or, if the two invoices are the only outstanding invoices on the customer's account, click Select All.
- If you are applying partial amounts, click the Select check box in the Invoice grid for each invoice, then click in the Pay Amt column and change the amounts as applicable. If you change the amount to apply on the credit invoice, include a dash (-) in front of the number (-10.00).
