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How to Apply a Credit to an Invoice or Order
How to Apply a Credit to an Invoice or Order
Updated over a week ago

You must have "Full Access" or "Limited Access - Financials" permissions.

NOTE: If the order or invoice status displays Paid in Full, you must issue a refund instead. Only Open or Past Due orders and invoices can have a credit applied.

  1. From the left navigation menu, click Financials > Invoicing or Financials > Orders.

  2. Locate the invoice or order, then click the Sale ID.

  3. In the top right corner, click the three dots icon > Apply Credit.

  4. Enter the amount to credit.

    • If multiple installments are open, check the box for the installment the credit should apply to. The amount box displays once the installment is checked.

    • This action cancels the credited payments.

    • NOTE: To cancel all remaining payments, check all of the installments and enter the amount to credit on each one. The total credit must equal the total outstanding.

  5. Click Apply.

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