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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” dropdown.

 

 

Enter the amount you want to be 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 February 20, 2022

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