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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 2 months 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. Credit can be applied only to Open or Past-Due orders and invoices.

  1. Sign in to "SportsEngine HQ."

  2. From the left navigation menu, click Financials > Invoicing to cancel a payment plan on an invoice OR click Financials > Orders to cancel a payment plan on an order.

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

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

  5. Enter the amount to credit.

    • If multiple installments are unpaid, check the box for the installments to which the credit should apply.

    • When you credit an installment in full, that installment is canceled and will not auto-pay.

    • NOTE: Learn to cancel all remaining unpaid installments here.

  6. Enter a reason for each credit and any notes as needed.

  7. Click Apply.

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