Customer is in credit. Allocating customer's credit to a new invoice.

[IanEB]

My customer is in credit from an overpayment. How do I allocate that credit as a payment to a new invoice?

[SamaraM · Accepted solution]

Hi @IanEB 

Thank you for your post. To apply a credit to a new invoice: 

• Go to the Sales menu and choose Customer Returns. 
• Select the Return and click Apply.
• Find the new Invoice for the customer. Enter the Amount Applied and click Record.

For more detailed instructions see our help article: Customer returns, credits, and refunds.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

[IanEB]

Thank you so much - perfect