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:

Credit Memo - Apply Credits

Choose which Invoice the Credit Memo will be applied to. Click Save payment to record.