Applying customer credit/payment to invoice

Hi, I’ve just raised a credit note on an invoice which had already been paid. The new invoice to replace the original once is for a smaller value. I can see the credit on the customer account for the payment of the original invoice and so I now want to match most of this (and leave the balance on the account) to the replacing invoice. How do I do this?

Many thanks


When you open the “log payment” dialogue the presence of a credit balance creates an additional option to set off the invoice against it.

Here’s a short screencast showing how you would pay an invoice from credit.

This topic was automatically closed after 7 days. New replies are no longer allowed.