How do I partially pay an invoice with a credit note balance

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1

Hi, please can someone to tell me how I can partially pay an invoice with a credit balance, in the invoice screen it gives me 2 options 1) pay the whole invoice balance with credit balance or partially pay pay the invoice with a bank transfer/card payment etc.

I want to partially pay the invoice with a small part of the credit balance.

So example the client has £300 credit, the invoice in question is £200 and I only want to allocate £100 of the credit balance to said invoice.

Appreciate any help.

2

Hi @charlotte,

Unfortunately you can’t part pay an invoice if the credit balance is larger than that invoice.

A work around would be to log a ‘dummy’ payment against the invoice and then you’ll be able to pay off the remainder using the credit balance. You’ll then be able to untag and delete the ‘dummy’ payment afterwards.

Hope this helps.

3

Thank you, is there a way to delete/change a credit balance

4

The only way to reduce a credit balance is to ‘spend’ it.

You can do this by either allocating to an invoice or refunding the money?

5

Okay thank you for your help :slight_smile:

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