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Applying a Credit to an Invoice

If you have an outstanding credit for a customer, you can apply it to a new or existing unpaid invoice. You can also issue a check to a customer.

To apply a credit to an invoice:

1. Click Estimates & Invoices in the Sales section of the workspace.
2. In the Invoices dialog box, to apply the credit against an existing invoice, click Find. In the Search Criteria Selection for Invoices dialog box, locate the invoice, and click Detail. (See Finding an Invoice or Estimate.)
3. Click Apply Credits in the lower-right corner.
4. In the Customer Credit Selection dialog box, select the credit to apply to the invoice.
   To select multiple credits, press Ctrl as you click each credit. Each credit is listed as a separate line item on the invoice.
5. Click OK.

If a customer has a negative balance, or credit, that means your company owes the customer money and can issue a check for the balance.

To issue a credit:

1. Choose Sales > Manage Customers, or click the Manage Customers icon in the Sales section of the workspace.
2. In the Customer List dialog box, select the customer in the list.
3. Click the Detail button.
4. On the Contact tab, click Issue Check for Credit Balance.
   This button only appears if the customer has a credit balance.
5. In the confirmation message box, click Yes.
6. In the Non-Payroll Checks dialog box, verify all the pre-filled information.
7. Adjust the information as needed.
8. Click Save.  

You can now print the check the next time you process non-payroll checks. For more information, see Paying Bills by Check or Printing Checks.