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How to apply a credit or prepayment to an existing invoice.
How to apply a credit or prepayment to an existing invoice.
Raffi Minassian avatar
Written by Raffi Minassian
Updated over 5 years ago

To apply a credit or prepayment to an existing invoice follow the below instructions.

  • From the BusinessMind home page click on the Sales Link

  • From the Invoices section search for the credit note or prepayment you want to apply.

  • Click on the credit or prepayment to display the detail view.

  • Click on the gear icon and select Allocate Credit. 

  • This will bring up a list of invoices, fill in the amount to credit field on the invoices you wish to to apply to.

  • Click the  Allocate Credit button to complete the process.

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