4
Credit an Invoice
Reverse an invoice by applying a credit.
4.1
Click the Invoice sub tab and search for the desired invoice.
4.2
Click the desired invoice from the Invoices list to display its profile.
4.3
Display details for the desired invoice and click Credit to display the Credit Invoice window.
A
Specify the date the credit applies. Defaults to today's date. Enter a new date by typing directly in the field in MM/DD/YYYY format or click the calendar icon and specify the date using the date picker tool.
B
Check if you are crediting to unapplied cash.
C
Check if you want to re-create the original invoice.
4.4
Click OK to credit the invoice.