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Apply a Customer’s Credit to an Invoice

To apply a customer’s credit towards an invoice click the “Finance” tab and click “payments

 

Next, click the green “Add Payment” button

 

Select the customer. If the customer has an outstanding invoice, you will see it in the “apply to” drop down.blank

 

Enter the amount you want paid towards the invoice and then select “Customer credit balance” as the payment method.

 

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Then click the blue “Add Payment” button.

Updated on August 18, 2021

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