Applying a Credit to an Invoice

Credits should really only be applied to write off a bad debt, as user error can generally be handled by editing the invoice directly (see Modifying an Invoice and Modifying an Item).

NOTE: DO NOT USE THIS TO RECEIPT INVOICES!

To apply a credit, slow double click in the credit column of the item and enter the credit amount.

You will be asked for a reason (default being Bad Debt) and your initials.

If there is an existing credit against the item the credit will change to zero when you enter the column but the new credit will be added to it.

Once you click the OK button, a credit record will be created and displayed in the Payments area