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  1. Toggle the “Credit Type” from “Credit” to “Overpayment.

    image-20240815-164455.png

  2. Enter the Credit Date, Reference #, Amount and Reason. Select “Save Credit and Close”.

    image-20240815-164551.png

Note

Reminder: This route will not allow you to push the credit to QuickBooks so you will need to manually create a Credit Memo in QuickBooks and apply the Credit Memo to the invoice.