Billing: Credit an Invoice

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When a customer says a charge is wrong, or if you need to reverse an invoice, there are a couple of options available.

Use the Invoice Credit Button

The Credit button is the quickest and easiest way to credit an invoice.  Follow the steps below to use this method.

From within the site, click the Billing tab.

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Under the Invoices tab, click the Credit button next to the invoice you would like to credit.

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The Credit Memo screen will populate. The credit memo will be the same as the original invoice, but with negative dollar amounts.

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Click on the plus sign beside any of the items to delete or void any of the items on the credit. You can also make other modifications, such as changing descriptions, quantities, or prices.

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Use the button with the 3 dots to make modifications to the items in bulk.

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Issue An Ad-Hoc Credit

You can also create an ad hoc invoice without starting directly from an invoice. Follow the steps below to do so.

Under the Billing tab at the site, select the New Credit Memo button.

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Fill out the fields for the credit.

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After filling out the fields, click Save As Draft or Approve.

Note: Credit memos will appear under the Credit Memo tab. You can view, edit or delete credit memos once they have been created.

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