Apply a Credit Payment When Invoicing

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When invoicing a job or list of jobs, and the customer has a credit balance, a credit or multiple credits can be applied to this invoice at the point of actually creating the invoice.

 

When the Invoice screen appears, go to Payment Details tab and select Apply Credits or use F6.

 

applycredits

 

The Select Credit/Prepayments screen will be displayed.

 

selectcredit

 

Tick the credit to be applied, then select OK. This will apply that credit to this invoice. The Paid Today field in the Invoice screen will show the total applied, and the balance due will reduce.

 

paidtoday

 

Tip

The word Print will change colour to indicate that the option chosen here differs from what the default is set to on the customer cardfile.

 

printcol

 

Further Information

Add a Late Fee

Email Invoices

Find a cancelled invoice

Invoice a COD Customer Without Taking Payment

Invoice a List of Jobs

Invoice a Single Job

Invoice Descriptions

Invoice Details Tab on Job

Invoice Details Tab on Quote

Invoice Name on Job

Invoice Using GL Account

Invoicing Authentication Security

Job Invoice Options


Personalise an Invoice

Print an Invoice

Proforma Invoice

Raise a Tax Invoice for Progress Claims

Receive Payments When Invoicing

Reprint Invoices

Round up Invoices

Send Multiple Invoices to an Email Address

Set up back of page text on invoice

Unprint an Invoice and Reverse Payment

Docket Jobs

Sales Register