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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. Click Financials > Invoicing or Orders from the left navigation menu.

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

  3. Click the three dots icon > Apply Credit in the top right corner.

  4. Enter the amount to credit.

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

    • This action cancels the payments for the credited invoice or registration orders.

    • NOTE: To cancel all remaining payments, check all the installments and enter the amount to credit. The total Credit Amount must equal the Total Outstanding at the bottom right.

  5. Click Apply.

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