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 a credit for that invoice.
In order to do this procedure, you must have payment amounts already applied. If this is not the case, please refer to the documentation for Void invoice.
To credit invoice, you must go to the transaction tab of the 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)
We suggest that you add an internal note to document the reason for the credit.
Click on Confirm.
The member’s invoice balance will be $0.00, and the invoice credit will appear in the member’s transactions.
