Credits Tab

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.

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