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How to un-allocate a credit from an invoice.
How to un-allocate a credit from an invoice.

Describes how to un-allocate a credit from an invoice in businessmind for retail jewelers.

Chris Minassian avatar
Written by Chris Minassian
Updated over 6 years ago

To un-allocate (remove) an allocated credit from an invoice follow the below instructions.

  1. Click on the Sales link from the BusinessMind home page.

  2. Search for the invoice that has the credit applied to it.

  3. Click on the invoice to display the invoice details OR right click the invoice to open the details in a new tab.

  4. Here you will see the allocated credit as a link. Clicking this link will take you to the credit invoice.

Now that you are at the credit invoice simply click the Less Credit to Invoice link and choose the Remove Credit from Invoice option.

Click Yes to the confirmation message and the credit will no longer be allocated to this invoice.

NOTE:  You can also process this by going directly to the credit invoice if you would like (instead of searching for the invoice then going to the credit invoice)

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