If you've entered a credit balance adjustment but are trying to figure out how to apply it to the invoice, the video and steps below will help you to accomplish this.
- Click the blue Invoicing tab.
- Choose the desired invoice.
- Click the grey/beige Payments tab (located under the Invoice Notes text box.)
- Click the Apply Payment button. A pop-up window will open.
- Click the pull down menu.
- Choose the credit.
- Click the Save button.