How to Apply a Credit Note Across Multiple Invoices

Overview
Allocate one credit note’s value to more than one outstanding invoice for the same client.

Steps

1. Open Finance → Credit Note and click View on the credit note.

2. Click Apply to Invoices.

3. In the popup, check each invoice you wish to offset.

4. Enter the Amount to apply against each (sum must not exceed total credit).

5. Click Confirm. The credit note’s remaining balance updates.

Tips

• Apply larger balances first to oldest invoices (“FIFO” method).

• Partial application leaves residual credit for future use.

Troubleshooting / FAQs

• Q: Some invoices aren’t listed for selection.

  • A: Only unpaid or partially paid invoices for that client appear.

• Q: I see a “Remaining Balance” mismatch.

  • A: Refresh the page; the system recalculates after each application.