Creating a credit
21/10/2024This article shows you how to create a client credit that you can either automatically apply to outstanding invoices or retain to use later.
* Note: "Apply to invoice(s)" is the default and will directly apply the credit amount to a certain invoice; while "Retain as available credit" will save the credit for you to apply later from the payments/balances page.
1) Go to Billing > Credits/Debits > Credit Memos
2) Click "New Credit"
3a) Input amount, client, and description then click "Create"
*Note: Credit is automatically assigned to the oldest invoice(s); you can uncheck the box(es) and assign to whatever invoice preferred.
3b) OR, select “Retain as available Credit” to save for future use:
* Note: to learn where to view avaiiable credit balances see, Viewing Credit Balances.