How to Apply a Credit Note to an Outstanding Invoice

Overview
Offset a client’s outstanding balance by applying a credit note directly to their invoice.

Steps

1. Go to Finance → Invoices and open the target invoice.

2. Click Apply Credit Note (button on invoice detail).

3. Select one or more credit notes.

4. Enter the Amount to apply.

5. Click Confirm.

Tips

• Partial application is allowed; leftover credit remains for future invoices.

• The invoice status will update automatically (e.g. Partially Paid, Paid).

Troubleshooting / FAQs

• Q: “Apply Credit Note” button missing.

  • A: Ensure there is at least one unused credit note for this client.