How do I apply a credit balance adjustment on an invoice?

  1. Click the blue Invoicing tab.
  2. Choose the desired invoice.
  3. Click the grey/beige Payments tab (located under the Invoice Notes text box.)
  4. Click the Apply Payment button. A pop-up window will open.
  5. Click the pull down menu.
  6. Choose the credit.
  7. Click the Save button.
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