To apply credit to an invoice, please follow the steps below:
1. Go to Sales > Invoices, and then select List All Invoices from the drop-down options.
2. Use the Search form to find the invoice that you want to add credit to.
3. After finding the invoice, press the pencil icon in the row to open the record in edit mode.
4. Then, press the Credit tab.
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 you wish to apply from the customer's credit balance.
If the customer's account is NOT in credit, the following article will guide you How to add credit to a customer 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.
How to convert a quote into an invoice