Applying Credit to Invoices

When a client has a credit balance, you can apply it directly to an outstanding invoice to reduce or eliminate the amount owed.

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How to Apply Credit to an Invoice

1. Open the relevant invoice from the Billing section or the client's record.
2. Click Apply Credit.
3. Select the credit amount to apply — up to the full credit balance or the invoice total, whichever is lower.
4. Click Confirm to apply the credit.

The invoice balance will update immediately to reflect the applied credit.

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Related

• Adding Credit to a Client Balance
• Payment Allocations and Unallocated Payments