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Home > Job Centre & Invoicing > Applying a Supplier or Customer Credit
Applying a Supplier or Customer Credit
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Please follow this guide on how to create a credit if you haven't done so already

 

1. Open the credit you would like to apply.

 

2. Press the 'Star' button next to the Balance Due field.

 

3. Press 'Apply Credits' from the drop down menu.

 

 

4. This should take you to the credit application page.

 

 

5. Press the magnifying glass below the reference section.

 

6. Select the invoice you would like to apply the credit to.

 

 

7. Press 'Select'.

 

8. Click the box below 'Applied Amount' and type in how much of the credit you would like to apply to this invoice.

 

 

 

9. Press 'Apply'.

 

 

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