Apply a Customer's Credit to an Invoice

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Written by Steven
Updated 1 year ago

To apply a customer's credit towards an invoice, click the "Finance>Payments."

Next, click the "Add Payment" button

Select the customer. If the customer has an outstanding invoice, you will see it in the "apply to" dropdown.

Enter the amount you want to be paid towards the invoice and select "Customer credit balance" as the payment method.

Then click the "Add Payment" button.

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