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.