How to apply credit to an invoice?

Created by Shaikh Mudassir Khalid, Modified on Wed, 20 Dec, 2023 at 11:02 AM by Shaikh Mudassir Khalid

Click on the option ‘Finance’ from the left navigation bar.
Click on the option ‘Credits’.
Click on the button ‘ISSUE CREDIT’.
A form view will populate on the screen. Click on the field ‘Customer’ to select a customer.
Click on the field ‘Issued From (Job or Invoice Number)’ to select an invoice number.
Click on the field ‘Notes (Reason for credit)’ and type in a note addressing the reason for the credit notice.
Click on the field ‘Amount (excluding GST)’ and type in the amount.
Click on the button ‘OK’.