Applying a credit
21/10/2024If you selected the "Retain as an available credit" option when creating a client credit, you will eventually need to go back and apply the credit somewhere. This article will show you how to apply an unallocated credit to a client invoice.
1) Billing > Payments
2) Click "New Payment"
3) Select Client and "Apply Credit" under Method
4) Select invoices to apply credit to, click "Create"
