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.Select the relevant Customer
2.Click the [Remove Credits] tab

3.Select the applicable Credit to remove
4.Click [Remove]

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