Applying a credit

If 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"

 

 

 

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