If the remaining balance of an invoice, needs to be credited then you can do so by using the options under the Payment history table. The system will create and apply a credit note with the same details as the invoice.


As an alternative, you can create a custom credit note and then apply this manually.


Step 1.


Navigate to Sales > Invoices.


Sales

Step 2.


Click on the Unpaid tab.


Unpaid

Step 3.


Click on the appropriate invoice number that you would like credited from the list.



Step 4.


When viewing the invoice to be credited scroll down to the bottom of the invoice and click on the Options link in the Payment history section.



Step 5.


This will bring up a form giving the option to credit the balance on the invoice at the click of a button.


Click the apply Apply credit note button and the system will automatically create a credit note and apply it against the invoice in question.