or your Admin Panel, if you're running the GSS on your website or hosting account.To apply credit to an invoice, please follow the steps below:
1. Select Billing from the top navigation bar, and choose Invoice List from the drop-down list.
2. Then, navigate to the desired invoice.
You can use the search box to find an invoice by:
- Invoice Number
- Invoice To (Customer's name)
- Company (Customer's company name)
3. From the invoice row, select the Options button and then choose Edit Invoice from the drop-down list.
4. In the next page, select the Credit tab.
Please Note:
From here you can Add Credit to the Invoice or Remove Credit from the Invoice.
From here you can Add Credit to the Invoice or Remove Credit from the Invoice.
5. Under the Add Credit to Invoice heading, enter the amount of credit you wish to apply from the customer's account credit balance to the invoice.
If the customer's account is NOT in credit, the following article will guide you How to Add Credit to a Customer's account.
8. Finally, press the Add Credit button to complete the process.
That's it!
If you have any issues, please feel free to contact our Support Team.
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