When customers have credit memos available, they can be applied in a few different ways. A credit memo can also be reapplied to a different invoice, unapplied, deleted or restored.

Jump to:

• Apply credit memos
  • From the credit memo actions menu
  • When you create an invoice
  • When editing an invoice
  • By a Portal customer
• Reapply or unapply credit memos

Apply credit memos

With these options, manage which invoices to apply credits to, and sometimes how much credit to apply.

From the credit memo actions menu

1. Select Invoices in the navigation menu
2. Select Credit Memos
3. Select the credit memo ref #
4. In the Summary box, hover over Credit Memo Actions, select Apply
5. Check the box next to the invoice # to apply the credit to
6. Adjust the credit applied amount if you want to apply a partial amount
7. Select Save
   

When you create an invoice

1. Select Invoices in the navigation menu
2. Select Create Invoice
3. Enter Invoice Details. In the Credits field, enter the amount of credits you want to apply. The balance will auto-calculate.
4. Save the invoice, and send it if you'd like
   

When editing an invoice

1. Select Invoices in the navigation menu
2. Select the Invoice Number
3. Select More actions
4. Select Edit
5. In the Credits field, enter the amount of credits to apply
6. Save the invoice, and send it if you'd like

By a Portal customer

When a customer logs into the Customer Portal to pay you, they'll see any available credits, which are automatically deducted from the Amount Due.

Your customer chooses when and how to apply available credits.

If your customer is paying you from a Basic Payables account, they'll see Apply vendor credits under Payment Options, when vendor credits are available. From there, they can choose how much of the available credits to apply.

Reapply or unapply credit memos

1. Select Invoices in the navigation menu
2. Select Credit Memos
3. Select the credit memo ref #
4. In the Summary box, hover over Credit Memo Actions and select Apply
5. Uncheck the select box to reapply as needed
6. Select save