Apply Credit Note to Customer Invoice

Apply Credits from Credit Notes screen

1. Click Sales menu located on the sidebar menu (left-hand side of the screen).
   
2. Click Credit Notes option.
   
3. Click on Credit Note number.
   
4. Click Apply to Invoice button.
   
5. Apply the credits to an Invoice.
   Click Apply button.
   

   Note: If you apply all available credits, Credit Note status will auto-change from Open to Closed status.
   Credit Notes with remaining balance available will stay Open.

    

Apply Credits from Invoice screen

1. From Invoice View screen, click Apply Credits.
   
2. Apply the credits to an Invoice.
   Click Apply button.
   

   Note: If you apply all available credits, Credit Note status will auto-change from Open to Closed status.
   Credit Notes with remaining balance available will stay Open.