- Help Center
- Financials
- Credit Memos
Can I apply the dollar amount of a Credit Memo to an invoice?
After you have created a Credit Memo, you can apply it directly to Invoices and Payments. This can help you add refunds to your Invoices and keep track of overpayments.
To add a Credit 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 will be applied to. Click Save payment to record.