How to Credit An Invoice

If you've received a deposit or are giving a discount on an invoice, you can easily create a credit on that invoice after it's been created. Here's a quick guide on how to credit an invoice:

Invoice Creation

• Invoicing > Invoices
  • Click the [New Invoice] button
    • Fill out the appropriate information and create the invoice

Credit Creation

• Invoicing > Invoices
  • Click on the row of the invoice in question, which will bring up a pop-up menu on the right of the invoice list
  • Click on the "Mark invoice as paid" menu option
    • For the question "Has this payment already been deposited into your bank account?" you will want to select "No"
      • Doing this will bring up the credit menu
      • You will want to select a Payment Type of "Other Amount" and then put in the amount of the deposit
        • You can update the Date Paid field if needed
      • Finally, you can put in a memo for your own record-keeping and then click the [Submit] button to create this credit
  • The invoice will then reflect this updated balance owed, and you'll be all set!