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.
From the left navigation menu, click Financials > Invoicing or Financials > Orders.
Locate the invoice or order, then click the Sale ID.
In the top right corner, click the three dots icon > Apply Credit.
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.