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Apply a credit note

A credit note with an on-account balance can be applied to an open invoice, reducing what the customer owes. Apply all of it or part of it.

Beginner3 steps~2 min

Before you start

1

Open the credit note.

From Accounts Receivable, open Credit notes and select one. Its on-account balance and the invoice it relates to are shown.

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Open the credit note.
2

Apply an amount.

Enter how much to apply to the invoice and confirm. You can apply the full balance or just part of it.

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Apply an amount.
3

Review the application.

The applied amount appears in the applications list and the on-account balance drops accordingly.

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Review the application.