The Credits tab displays all credits with a balance available to apply to invoices.
Show All Credits
Clicking on the toggle button labeled “Show All Credits”, will display all credits with a zero and non-zero balance.
Add Credit Button
Clicking on the Add Credit button will open the Credit form to create a manual credit for items and/or parts.
Apply Button
Clicking the Apply Button will display a list of open invoices to which the credit may be applied.
Credit Hyperlink
In the Credit # column, clicking on the hyperlink of a Credit will open the credit for viewing. Users with permissions are able to make changes to the credit and re-save, only if credit has not been partially applied to invoices.
