How to apply a credit note

Created on 21 November 2022 | Last modified on 21 November 2022

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Summary

How to apply a credit note to an invoice.

Resolution

In the Receipts or Payments journal, select a customer or vendor.
Click in the Amounts column on the credit note (the figure in red).
Click the Amounts column of the invoice you want to be paid, make sure the amount is equal to the credit note.
Process the transaction.
If you need to remove a credit note, see How to remove a credit note or deposit for a customer? instead.