Required Permissions: Schedule payments and manage the AP workflow (recall, mark paid, post).
How to apply a credit note
Credits can be applied to invoices on the Unpaid Invoices tab. All the available credits are accessible in the Credits column. Users can also apply a filter to the credits to filter invoices with available credits or applied credits.
Users can click on "Apply" to view the total amount of credits available. Users can apply credits by typing in the value they would like to apply. When applied this way, the credits with be applied in first in first out order.
Alternatively, by clicking on 'Select and apply credits' users can see the specific credits available and select a credit to apply.
The payment amount will be adjusted accordingly to reflect the applied credit and the credit column will say "Applied" to indicate a credit has been applied.