Please see the video below if you are trying to figure out how to apply a credit balance adjustment to an invoice or invoices, the video and steps below.
- Click on Invoicing at the top of the screen.
- Choose the desired invoice.
- Click the Payments tab of the invoice.
- Click the Apply Payment button. A pop-up window will open.
- Click the Payment pull down menu.
- Select the credit.
- Click the Save button.