Apply a Credit Before Payment is Received

Credits may be applied to an invoice prior to receiving payment or at the time that payment is received.

1.	Click Billing in the left-hand menu.

1.	Click the Invoices tab.

2.	Locate the desired invoice where a credit should be applied.

3.	Click the New Transaction drop-down arrow.

4.	Click Apply Credit.

Figure 3-7 Selecting Apply Credit

5.	If credits are available, select the desired credit from the Credit # drop down list.

6.	Click Save Changes.