How to Apply Credit Notes

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You can apply Credits Notes if you are over paid for an invoice. 

Note: Before applying credit notes, ensure that the Customer has credit notes. 

You can check that on the:

Contact Card

Go to the Contact card of the vendor and you can see the amount of vendor credits under the name. The ones on the right are credit notes. 

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Credit Notes Page

Go to Sales >> Credit Notes

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Applying Credit Notes 

To apply credit notes to an invoice: 

  1. Go to Sales >> Invoices
  2. Select the invoice you want to apply the credits to 
  3. Scroll to the bottom of the invoice and click Apply Credits

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  4. This will open a popup with the total balance and you can choose the amount you want to apply to the invoice

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  5. Once you have entered your amount, click Save

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  6. When you do that,
    • The invoice's status will update to Paid
    • You will see the amount of credits applied to the invoice
    • The Apply Credits button will grey out and the number of credits left will decrease

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Learn more: How to Create a Credit Note

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