If a customer pays more than the balance of the invoice, WorkingPoint creates a credit, which you can use against the customer’s next invoice. WorkingPoint posts the overpayment amount (the credit) to a current liability account called Customer Credits. When you apply the credit to a future invoice, WorkingPoint updates the Customer Credits account and the Accounts Receivable account.
To apply a credit to an invoice:
Click the Invoices tab to open the Invoices List.
Open the invoice you want to apply a credit to by clicking the link in the Invoice column.
On the invoice, click Apply Credit in the sidebar. (If the customer has credit available, you’ll see this link.)
The image above shows just one credit available to apply to this customer, although there could be several.
Enter the amount(s) to apply and click Apply Credit. (You can apply more than one credit to an invoice.)
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Note: Any applied credits appear in the Payments Received section of the invoice and the action is recorded in History & Notes. |
How do I edit an applied credit?
