TABLE OF CONTENTS

• Apply credit to an invoice
• Remove credit from an invoice

Before you can see and apply credit to an invoice, you’ll need to create a credit note for the relevant billing account.

Credit can only be applied to an invoice after it’s created and the debtor account and fee settings are saved.

Once credit is applied to an invoice, a credit note changes from Open to Applied status to indicate that the credit amount has been deducted from the balance due.

Apply credit to an invoice

To apply credit to an invoice, go to your [Finance entity name] > Invoices and credits.

1. Select Add invoice.
2. Under New invoice, select the relevant General ledger (GL) date, Debtor ledger and Fee schedule.
3. Now you can populate fields unique to this invoice and apply the debtor account in the ‘To’ column, If you need help, follow the steps to create an invoice.
4. To view credits available to apply to the invoice, search and select the invoice to reopen it.
5. In the totals summary near the bottom of the invoice, you’ll see any credit available (within an open credit note). To pay part or all of the Balance due, select Apply credit.

You’ve applied credit available to this invoice and the balance is updated to reflect the new balance due.

Remove credit from an invoice

To remove credit that’s previously been applied to an invoice, go to your [Finance entity name} > Invoices and credits.

1. Find and open the invoice you want to update.
2. Under Amount paid, you’ll see a list of any credit notes (CNs) applied to the invoice. To remove credit and return it back to the credit note, select the grey cross  next to the amount.

You’ve removed credit from this invoice and the credit note will return to Open status.

You can also delete a credit note at any point. If it’s Applied to an invoice, deletion will remove the credit amount from the balance due and return this credit back to the billing account it belongs to.