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Profit Tracker
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 Contact or Job
- Select the Financials tab
- Click on the 3 dots to the right of the Credit Memo
- Select Use Credit from the drop-down menu
This will pull up the following window:
Choose which Invoice the Credit Memo should apply to and then click Save payment.