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.


Step 2.

Click on the Unpaid tab.

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.

For additional help, click here to view all our training options.

Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.

Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.