Apply Customer Credit

How to Allocate a Customer Credit. (Account Customer or Invoice Only)

1.       Click on the ‘+’ icon at the top right of the page, and select Customer Payment from the dropdown menu:

2.       Search for the customer and double click to select:

3. Next to Available Credit, select 'Apply'.

4. This screen shows the customer's open credits. Select the credit you want to apply.

5. Next, you need to select the invoice to apply the credit to.

i. Select to choose an open invoice.

ii. Select 1 or more invoices to apply credit to.

6. Choose the applied amount.

7. Select Apply to complete the process.