Difference between revisions of "Apply a Credit Before Payment is Received"

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#Click the '''New Transaction''' drop-down arrow.
 
#Click the '''New Transaction''' drop-down arrow.
 
#Click '''Apply Credit'''.
 
#Click '''Apply Credit'''.
#:[[File:applycreditbefor.png]]
+
#:[[File:applycreditbefor.jpg]]
 
#If credits are available, select the desired credit from the '''Credit #''' drop down list.
 
#If credits are available, select the desired credit from the '''Credit #''' drop down list.
 
#Click '''Save Changes'''.
 
#Click '''Save Changes'''.

Revision as of 20:37, 4 September 2015

  1. Click Billing in the left-hand menu.
  2. Click the Invoices tab.
  3. Locate the desired invoice where a credit should be applied.
  4. Click the New Transaction drop-down arrow.
  5. Click Apply Credit.
    Applycreditbefor.jpg
  6. If credits are available, select the desired credit from the Credit # drop down list.
  7. Click Save Changes.