How to credit an invoice
If you have an invoice with an amount due and wish to cancel the balance, you can create a credit for that invoice.
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 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 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.
