| Table of Contents |
|---|
How to credit an invoice
If you have an invoice with an amount due and you wish to cancel the balance, you have the option to cancel the balance by creating can create a credit for that invoice.
In order to To do this procedure, you must have payment amounts already applied. If this is not the case, please refer to the documentation for the Void invoice.
To credit an invoice, go to the transaction tab of the member's profile and click on the transaction you wish to credit to open the side panel.
To credit an invoice, you must go to the transaction tab of the member’s member's profile.
Click on the Action button
Click on Credit Invoice
...
The system will ask you to add an internal note (visible only to administrators) or an external note (visible to the customer)
| Note |
|---|
We suggest that you add an internal note to document the reason for the credit. |
Click on Confirm.
...
The member’s member's invoice balance will be $0.00, and the invoice credit will appear in the member’s member's transactions.
...
How to cancel a Credit Invoice
If you have mistakenly credited an invoice, here is the procedure to cancel the action.
In the Transaction menu, click on the member's invoice line to open the side panel.
Click on the three small blue dots on the Member Credit in the Received Payment box.
Select Delete
...
A pop-up window will ask you to confirm your action. Click on Confirm.
...
The credit will then be canceled, and the amount due will be displayed again.
...