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

Docket Jobs

Email Invoices

Invoice COD Customer Without Taking Payment

Invoice a List of Jobs

Invoice a Single Job

Invoice Using GL Account

Issue a Proforma Invoice

Personalise an Invoice

Raise a Tax Invoice for Progress Claims

Receive Payments when Invoicing

Reprint an Invoice

NZ Invoices to Handle Billing NZ GST

Unprint an Invoice and Reverse Payment

Find a cancelled invoice