In some cases it is necessary to extend a customer credit to an invoice for a write off, a customer discount due to an issue, a customer overpayment or any other situation that calls for a credit.
To apply a credit follow the instructions below:
Open your Project and Navigate to the Customer Invoice module
Select Order
Right click on Invoice and Select “Create Credit”
Enter Create Date, Reference #, Reason and place a check mark in the Apply field on the line item(s) you wish to apply credit to. Invoice # will be auto-populated based on your previous selection. Amount will be filled in based on the information populated in the middle portion of this window. Note: You can adjust “Credit Quantity” and “Credit Each”.
Select Apply Credit and notice how the lower section populates with your Accounting info.
Select “Save Credit and Close”.
