How to allocate a Credit Note to an Invoice

Modified on Mon, 19 May at 9:17 AM

1. Log into your Account

2. Click on Incoming Payment

Click on Incoming Payment

3. Click on the Customer drop down

Click on (Customer)

4. Select the required Customer

Click on Test Customer

Click on Test Customer

5. Type in the amount to pay of the Sales Invoice

Type "89"

6. Type in the amount to take from the Credit Note

Type "-89"

7. Select the Payment Type

Click on Bank Transfer

8. Click on Record - The record button will show the amount due to be collected from the customer

Click on ctl00$ContentPlaceHolder1$customerpayment$btnPost