Help Resource Center :: Invoices / Apply Credit Balance



Invoices :: 
Apply a credit balance to an Invoice.

Question: I have a customer who has a credit balance & I want to apply it to the current invoice for her. I can see the credit balance... and I filled out the invoice as usual, but there is no place for me to include the credit amount down at the bottom where I have the final tally....there's a shipping section & a tax section...the subtotal & the amount paid (this is a purchase order so I need the bottom field filled in).

Is there a proper place for the credit to go? Is there a way to automatically include it in the invoice that I don't know about?

Answer: Do your invoice. When you get to the payments grid, select Store Credit for payment, under Type.

 

Privacy   |     Support    |     Testimonials    |     Contact Us     |     Company     

Copyright 1998-2016 BookTrakker.com.   All company and product names may be Trademarks of their respective owners. 
Last Modified:  March 31, 2013