Using a Credit Note

1. 1. Click on Revenue

   

2. 2. Click on Transactions

   

3. 3. Select the Credit Note you wish to use from the list of all transactions

   

4. 4. Click on the three dots

   

5. 5. Click on Use Credit Note

   

6. 6. Click on Select to apply against an existing unpaid invoice

   

7. 7. Select invoice from the drop down list

   

8. 8. Type amount of credit you wish to use to pay this invoice

   

9. 9. Click on Proceed

   

10. 10. Window pops up letting you know credit was applied successfully

    

11. 11. From the details view, you can see amount of credits and credits used