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Can I Apply the Dollar Amount of a Credit Memo to an Invoice?

Keep track of overpayments and apply funds from Credit Memos directly to Invoices.

Applying Credit Memos to Invoices

To add funds from a Credit Memo to an Invoice:

  • Navigate to the Job and select the Payments and Invoices tab.
  • Click on the three dots to the right of the Credit Memo.
  • Select Use Credit from the dropdown menu.
  • Choose which Invoice the Credit Memo should apply to and then click Save payment.